M&G's Isaacs: Why would the ECB run the risk of tightening?
Decision on Thursday
Stefan Isaacs, deputy manager of the £23bn M&G Optimal Income fund, has said he believes the European Central Bank (ECB) will avoid tightening policy too early for fear of causing an unwanted economic slowdown.
The ECB is expected to end its three-year bond buying programme this September but concerns over liquidity are now prompting commentators to question whether it could be extended. The financial markets...
More on Bonds
Kestrel IP slashes equities exposure ahead of 'tech-driven Q3 slowdown'
'Tech shares are very near their peak'
Aviva multi-asset funds turn 'defensive' amid tightening liquidity
Succession of worries
Neuberger Berman launches CLO income fund
Launches with £60m of seed capital
Time to work harder and smarter as fund outflows soar
Political fears in Europe and UK
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Lloyds, BP, Glaxo: Which were the top ten most bought companies in H1 2018?
Bias towards income payers
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Why Europe is well set for a rotation into value stocks
After a strong 2017, the first half of this year has seen increased volatility in world markets, as monetary policy tightens and political events elicit caution. World growth is expected to remain robust, but with downward revisions for the next two years....
'A lot to look forward to' for EM investors after a 'dismal' eight months
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
Kames' Wells: My shopping list is ready to take advantage of market opportunities
The economic recovery is long in the tooth and the rate of growth is slowing.