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.
Investors concerned by eurozone political rumblings should seek protection via the US dollar, says Legal & General Investment Management’s Justin Onuekwusi
With savvy Brits seeing euro weakness as the perfect excuse to book their next city break, wealth managers are faced with a dilemma do they hedge, and if so how do they do it?
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.
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.
The euro plunged ominously toward parity with the dollar on Tuesday, trading as low as 1.07 at the time of writing. The last time it hit such levels was in 2003.
UBS Global Asset Management is targeting concerns over currency volatility with the listing of its composite hedged exchange-traded fund on the London Stock Exchange.
Headline eurozone figures should not be taken as representative of the wider picture, according to Societe Generales Eric Verleyen.
Investors can circumvent the ‘euroglut’ stemming from ECB QE by holding sterling bonds from UK and eurozone-based companies, says Rathbones’ Bryn Jones.
The geopolitical and economic volatility being seen around the world means, now more than ever, investors strategies and tactical asset allocations are vulnerable
Results of European elections under way today are very unlikely to cause major disruption in markets, fund managers have said
Draghi’s latest comments indicate a near term cut now more likely than not, in the view of Bank of America Merrill Lynch.
