Fund managers and economists are turning more bullish on eurozone debt and asset-backed securities after the European Central Bank (ECB) cut rates to a new historic low.
A fresh long-term refinancing operation (LTRO) launched by the European Central Bank (ECB) will not have as significant an impact as those seen in 2012, according to AXA Sterling Strategic Bond manager Nick Hayes.
Following six consecutive months of contraction, the eurozone successfully returned to growth in Q2 this year, with GDP increasing at a better-than-expected rate of +0.3% quarter-on-quarter (QoQ).
Paul Causer, co-head of fixed interest and co-manager of the Invesco Perpetual Global Financial Capital fund, looks at what has been done over the past year to tackle the problems in the financials sector.
Bond markets are set to stay correlated to equity markets, according to Mark Holman at TwentyFour Asset Management.
Liontrust Asset Management's James Inglis-Jones have revealed some of the key long and short positions they have in European stocks, which are driving the European Absolute Alpha fund.
Juan Valenzuela gives his thoughts on the impact of the latest round of QE in the UK and abroad.