German bunds collapse more important than election – Miton’s Jane
The General Election may have dominated the headlines this week, but bond investors should be much more concerned by the bund price plunge, says Miton Asset Management’s David Jane.
ECB
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Wave of overseas money
The European equities space is poised to receive a wave of foreign capital as overseas investors run out of reasons not to buy, said Tony Lanning, manager of JP Morgan Asset Managements Fusion fund range.
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Return of meaningful volatility biggest risk
A return of market volatility is the predominant risk to investors in 2015, says PanAgora Asset Managements Bryan Belton.
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Need to be nimble Iain Stealey
While the plunging euro has grabbed most of the headlines, Iain Stealey, manager of the J.P. Morgan Global Bond Opportunities Fund, says the gyrations underscore a more fundamental point for bond investors: the need to be nimble.
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Dollar is safe haven in eurozone
Investors concerned by eurozone political rumblings should seek protection via the US dollar, says Legal & General Investment Management’s Justin Onuekwusi
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Bond yield spectrum in for a squeeze
Bond yields are going to get progressively tighter as liquidity from ECB QE trickles down through sovereign and corporate debt markets, says TwentyFour Asset Managements Gary Kirk.
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Consensus realism paves way to
More realistic consensus expectations on European companies’ earnings this year than last are paving the way for potential upside, says Allianz Global Investors’ Marcus Morris-Eyton.
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Finding the strengths of a weakening euro
The size of the European Central Bank’s QE programme has forced a rethink of growth expectations for the region, but there are still many reasons to worry.
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QE can boost corp bonds
The European Central Banks quantitative easing injection should be positive for corporate bond investors, but only if they play their cards right, M&G Investments Richard Woolnough and Stefan Isaacs said.
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Looking beneath the fundamentals of eurozone story
Headline eurozone figures should not be taken as representative of the wider picture, according to Societe Generales Eric Verleyen.
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Reaping the benefits of the euroglut
Investors can circumvent the ‘euroglut’ stemming from ECB QE by holding sterling bonds from UK and eurozone-based companies, says Rathbones’ Bryn Jones.
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OECD forecasts put new pressure on ECB
The Organisation for Economic Cooperation and Development has cut its global economic growth forecasts due to concern over the impact of the sluggish eurozone economy and geopolitical trouble spots around the world.