Draghi makes use of his corporate credit card
Last Thursday was a big day for Draghi. After disappointing in December, he couldn’t afford to underwhelm markets again. And to be fair, he didn’t.
ECB
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Europe must turn to fiscal policy now – Fidelity
The greatest impact on real economic activity throughout Europe will come from fiscal measures rather than any more monetary stimulus, according to head of European equities at Fidelity International Paras Anand.
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ECB gets tough
Fund managers weigh in after ECB president Mario Draghi jolted markets with his bold monetary policy moves.
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PA ANALYSIS: Will Draghi ever be able to do enough?
The ECB’s latest salvo in the fight against the prospect of deflation was initially met positively by markets. But, a lack of a clear message that the Bank will cut rates further from here sent markets falling again almost as quickly.
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PA Analysis: Not another Brexit story…
With all the talk about the pros and cons of the UK’s place in Europe, are we ignoring a buying opportunity for investing on the continent?
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Seven reasons to stay positive on Europe
Investors need to consider the bigger picture when it comes to European equities, say Vincent Juvyns Alex Dryden. Global market strategists at JP Morgan Asset Management, the pair outline seven reasons to still buy Europe.
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PA ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory.
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Decoding the ECB ‘disappointment’
ECB President Mario Draghi disappointed markets on Thursday. While the Bank delivered a 10 basis point cut to the deposit rate to an historic -0.3%, and extended the deadline of its asset purchase programme by six months, it kept the main refinancing and marginal lending rates steady at 5 and 30 basis points respectively.
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PA ANALYSIS: Central bank moves prompt high-yield rethink
S&P last week said 2015 will see the highest number of defaults since 2009, and so with the end of an era of very cheap money in sight, should bond investors be worried?
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Henderson: ECB stance paves way for European credit
The ECB’s accommodative stance paves the way for European credit to outperform in 2016, according to Henderson’s head of fixed income Phillip Apel.
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PA ANALYSIS: Ways to play the ECB’s expected easing
The unexpected drop in Eurozone core inflation in November announced on Wednesday served to reinforce expectations that ECB president, Mario Draghi will announce further easing measures on Thursday.
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European small cap is the only recovery play – Henderson
European equities should be the object of investor focus, say industry experts, with continental small caps providing the sole recovery play in global markets.