Bond valuation concerns hit record high
Bonds have hit their highest overvaluation levels for more than 14 years, according to a survey by Bank of America Merrill Lynch.
Eurozone
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European funds take centre stage
Greek ministers will this week present a list of reforms in an effort to appease the countrys creditors and release aid, a reminder that while the eurozone story has moved on fundamental concerns remain.
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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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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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Secondhalf growth rebound should support EU
According to Heartwoods Jaisal Pastakia, seasonal factors influenced the second quarter data, so a pull-back in activity should have been expected
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wall of worries investors returning from holiday
The euro is key to Eurozones short term health, according to Yves Kuhn, CIO at Banque Internationale à Luxembourg.
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Complacent eurozone set for another crisis
Another crisis in Europe is “unavoidable” in order for reform to happen, says L&G Investment Management’s credit strategist Ben Bennett.
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Bond markets present a conundrum
Bond markets in recent months have presented us with a conundrum: US yields are expected to push higher but the Eurozone remains more difficult to call, according to Mark Burgess, CIO at Threadneedle Investments.
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PA ANALYSIS the spotlight is on stock pickers
It’s fair to say that investing in equities is no as longer straight-forward as it was last year.
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Why Europe needs to raise its game
Peripheral Europe needs to raise its game against Germany if it is to prosper, while disparate inflation rates are a necessary part of the eurozones very painful adjustment process, according to Arbuthnots Ruth Lea.
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Euro solutions may cause breakup RLAM
China has been in the spotlight of investor attention over the past few months, with growing concerns about a slowdown in economic growth and the risks associated with the shadow banking sector.