central banks

Didier Saint-Georges, managing director of Carmignac, speaks to editor Katrina Lloyd about why the rebalancing of the policy mix towards fiscal stimulus will be a big theme for investors over the next six months.

More easing expected

In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.

Says political risk has heightened

James Dowey, chief economist and CIO at Neptune

Nick Gartside, J.P.Morgan Asset Management CIO fixed income and manager of the Global Bond Opportunities fund, talks to editor Katrina Lloyd about why Mark Carney did exactly the right thing by cutting rates, and why fears about bond market illiquidity...

Value investors have been forced to endure a prolonged period of underperformance, as extreme market dislocations caused by central bank policies have boosted the appeal of growth counterparts.

It remains difficult to interpret pre-and post-Brexit trends but much of the latest data points to a resilient economy, with high employment and signs the housing market and consumer spending have weathered the initial storms.

Increases ETF purchase programme

Priced in rate cut