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.
Central Banks
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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.
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Liquidity index raises doubt on US economy
The Global Liquidity Index has shed light on the extent to which the rise in the value of the US dollar is being driven by monetary policy made in Frankfurt and Beijing, rather than Americas economic strength.
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Barings staying overweight equities
Barings Asset Management is remaining overweight in equities due to a belief that global monetary policy will be supportive of market valuations.
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Central banks likely to stay the top story
As we enter the second half of 2014 one of the most important themes is the divergence of central bank strategy around the world and how this will hit different asset classes.
