Opportunities to come from policy inaction
Nick Gartside's explains why his focus is now back where it was at the beginning of the year, on the outlook for growth and problems in the eurozone.
Eurozone
-
-
The beginning of the end of another debt crisis
The FTSE has rallied today on the back of news of the ECBs bond purchase programme, but are UK investors really so optimistic for eurozone stability?
-
carmignac gestion adds european equity
Carmignac Gestion has hired Markus Kulessa from KPMG as a European equity analyst.
-
how the piigs could muck in with eurozone 2012
The eurozone is seemingly on its last legs, all else has failed so why not host a PIIGS Euro 2012 fundraiser jamboree?
-
recovery threatened by anti austerity brigade
With the unveiling of a newly-Socialist France and an indecisive Greece, investors might be feeling justified in having sold out of European equities in recent weeks.
-
ltro hides true state of misery in eurozone
The ‘sticking plaster’ provided by the ECB’s longer-term refinancing operation (LTRO) is hiding some stark truths, which Hermes’ Neil Williams aims to reveal with his ‘Misery Indices’.
-
uk misses its slice of pie
The UK’s financial sector is at threat from the 23-member club created at the European Summit in the early hours of Friday morning, according to leading economists.
-
eurozone bond and government the only solution
Bill Dinning admits that it won’t be easy, and that it will take time, but a fiscal union and a commonly issued eurozone bond is the only solution.
-
guy de blonay – euros defining moment edges closer
We are living the last few weeks of the euro as we know it, according to Guy de Blonay fund manager of the Jupiter Financial Opportunities Fund, who predicts December’s anniversary of the Maastricht Treaty to be a defining date in the eurozone debt crisis.
-
time for the ecb to sprinkle its fairy dust
Once upon a time, in a kingdom not so far from here, there was a group of chums who thought it a great idea to strengthen their friendship through a shared currency.
-
pa analysis investors and managers in sync
If you close your ears to the constant bombardment of negative news from the eurozone, tough to do I know, there are actually some reasons for optimism starting to filter through investment circles.
-
can you solve a debt crisis with more debt
The investment question du jour should be can you solve a debt crisis with more debt?”, says Bill Gross, managing director at PIMCO.