FX market about to hot up
According to Neil Staines, the ECB measures announced last week were a trigger point in FX markets and significant movement in FX should be expected.
Viewpoints
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Where to look when all eyes on Brazil
Threadneedles Daniel Isidori explains why the group is becoming more positive on the country despite concerns about its medium to long-term outlook.
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two main headwinds for inflation
A strong Euro and devaluation in the peripheral economies are two main headwinds to inflation, Ian Kernohan, economist at Royal London Asset Management.
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Dipping a toe back into banks
Samantha Gleave, fund manager in the LionTrust cashflow solution team, says Banco Santander is first retail bank to be added to their funds in a number of years.
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Dont be shocked by market surprises
According to Stephanie Flanders, chief market strategist for Europe & UK JP Morgan Asset Management one shouldny be shocked by market surpises.
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Draghi the Action Man
According to By: Tom Becket, CIO, Psigma Investment Management, this weeks ECB meeting was a pivotal moment for the European economy.
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Beware the investment bandwagon
The bandwagon, while powerful, often result in an over-simplification of complexity and the erasure of nuances, in effect commoditising ideas argues Jan Dehn.
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Whats to become of the small and midcaps
Alan Sippetts, investment director at Heartwood Investment Management explains why it still has meaningful exposure to small and mid-cap firms.
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Still preferring stocks to bonds Koesterich
According to Russ Koesterich, while stocks are beginning to look expensive in an absolute sense, although they still look cheaper than bonds
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Long term investors should be thinking
According to BlackRocks Desmond Cheung, while farming is one of the oldest industries in human history, it is rejuvenating and presents a number of opportunities.