Slip into deflation raises chances of ECB QE extension
Eurozone prices fell by 0.1% in September from a year earlier, reversing a 0.1% increase the previous month.
ECB
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Distinguishing currency plays from crowded consensus trades
Investors are still positioned in the winning trades of 2014, says Neuberger Berman’s Ugo Lancioni, but the case for those trades is now far from obvious.
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Bond squeeze: The rising risk of policy misstep
Turbulence in bond markets has left bond investors nervous and cash piles high but while more movement is expected, certainty on a few issues could see investors moving back into the market during the second half of the year.
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Grexit is nothing more than a “distraction”, says Kames CIO
Greece leaving the euro will not come to pass and is nothing more than a “distraction issue”, says Kames CIO Stephen Jones.
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European UCITS sales in April 419% higher than non-UCITS counterparts
Sales of UCITS-qualified funds outstripped their non-UCITS counterparts by 419% in April, according to research by the European Fund and Asset Management Association.
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How bumpy is the bond road going to be?
Benchmark 10-year bond yields in the eurozone have more than doubled since the end of April, when they reached an all-time low.
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JP Morgan cautions on European returns
Investors need to moderate their return expectations from European equity markets due to high valuations, according to JP Morgan Asset Management.
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Pictet cuts high yield but ups sovereigns
Pictet Asset Management has shifted some of its high-yield exposure over to sovereign debt.
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European ETFs see lowest monthly inflows in 2015
Inflows into the European exchange-traded fund space hit their lowest ebb for six months in May, according to a BlackRock report.
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Markets spooked as Greece talks go to the wire
The FTSE 100 fell significantly as markets fretted over whether Greece will fail to reach a deal with its creditors and default on its €300m International Monetary Fund payment tomorrow.
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Expect more asset price volatility – Draghi
European Central Bank president, Mario Draghi told journalists on Wednesday that markets should get used to higher levels of volatility.
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Policy-addicted markets braced for first wave of tightening
Global markets are being driven by an addiction to central bank policy rather than economic fundamentals, says Barings’ Marino Valensie.