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
Eurozone
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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.
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ECB should beware grave risks
The ECB bods are not expected to make any radical calls in today’s Governing Council meeting, but with eurozone deflationary risk back on the agenda could we be on the cusp of quantitative easing?
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Survey reveals investor confidence in eurozone
The eurozone is back in the running as investor sentiment proves positive.
