PA OPINION: Leverage fears undermine ‘myth-making’ central banks
With central banks loosening their belts so much comes the risk of policy makers getting caught with their trousers down.
Central Banks
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Are we nearly there yet?
With children now back at school and pubs starting to put up the Christmas decorations (I kid you not), the summer holidays already seem like a long time ago and the constant cries of ‘are we nearly there yet’ – only to have the little darlings fall asleep 20 minutes before you finally reach the…
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Fixed income returns ‘unexpectedly strong’ – Axa IM’s Iggo
Returns, generally speaking, have been unexpectedly strong in 2016, according to Chris Iggo CIO of global fixed income at AXA Investment Managers.
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PA ANALYSIS: Another end of summer blip or something much bigger?
The end of last week and start of this has had a familiar feel about it as the point at which summer turns to autumn has once again seen investors fretting.
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Negative rates destroy capitalism – Gross
Not only do zero or negative interest rates fail to provide an “easing cushion” in a recession, but they destroy capitalism’s business models, according to Bill Gross of Janus Capital.
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PA OPINION: Logic not the answer in the cynical bull market
It is commonly accepted within investment markets that asset prices generally are expensive at the moment. Yet, despite this common knowledge, inflows continue unabated.
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Schroders picks out its biggest fears
Some of Schroders best known fund managers have picked out what they see as the biggest concerns for investors in the near term.
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Beware of underestimating Brexit, overestimating monetary policy – Fidelity
If Britain decides to stay in the EU it could end up being “significantly more positive” for markets than what is believed now, said Paras Anand, head of European equities at Fidelity International.
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PA ANALYSIS: Banks are the bellwether that matters most
There were many lessons to be learnt from the financial crisis in the latter part of 2008 and we have been given a timely reminder of one of the biggest.
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Assessing the big bond squeeze
Central banks are now monitoring the fixed-interest markets as fears over a liquidity squeeze mount.
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PA ANALYSIS: Is predictable monetary policy making asset allocation an easy game?
As news of healthy numbers in the United States today hardens expectation that the Federal Reserve will raise rates next month or very soon after, investors may be thinking everything is just as heavily advertised.
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IMF warns of Fed danger as ECB reassures markets
Both the International Monetary Fund and the European Central Bank have made significant statements on global economic issues, with the former issuing a warning and the latter offering reassurance.