Barings staying overweight equities
Barings Asset Management is remaining overweight in equities due to a belief that global monetary policy will be supportive of market valuations.
Monetary Policy
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ECB keeps QE on the table
The European Central Bank president Mario Draghi declined to dampen down expectations of a move to full quantitative easing at the ECB's news conference today.
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Central banks likely to stay the top story
As we enter the second half of 2014 one of the most important themes is the divergence of central bank strategy around the world and how this will hit different asset classes.
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Markets will stabilise soon but policy decisions are key long-term
Markets should stabilise short-term but policy is key to long-term health