Cazenove

Since inception, the euro area has been an accident in waiting. Moreover, it was at a turning point in the cycle that the initial skid was always likely to occur.

BP's robust results lifted shares in the oil major last week but provoked mixed reactions as managers debate whether now is the time to buy back in

This week saw a round of updates from some of the UK's largest dividend payers, including BP, Shell, Glaxo and British American Tobacco. But is it time for investors to be selling the big names?

£75BN MORE QE

Cazenove's European fund manager Chris Rice has said he expects policymakers across Europe to stand firm and keep the eurozone intact despite growing expectations parts of it will break away.

ON UK GROWTH

ON BONDS

Several features of the recession and financial crisis carried the label ‘extraordinary', not least the huge shifts in asset valuations.

Cazenove's CIO Richard Jeffrey has criticised policymakers who expected the global economy to bounce back to pre-crisis levels after 2009, branding such expectations a 'fallacy.'

Cazenove's Paul Marriage said the short positions in his Absolute UK Dynamic fund have helped limit the effects of the August sell-off but warned September could be "similarly tough".