ECB

Investors wary of a ‘peacock market’

In Europe, the European Central Bank (ECB) remains the dominant driver for yields. This year, it has been willing to extend the pace of quantitative easing (QE), add other instruments to the eligible pool, and signal new stimulus should it be warranted....

The investment approach of five managers

Potential for QE to be ended earlier than expected

Stephen Macklow-Smith, manager of the JPMorgan European investment trust, takes a closer look at the factors that could drive an encouraging earnings story on the continent.

The bonds of financial institutions, specifically the more risky ones such as Additional Tier 1 (AT1) or 'CoCos', look particularly desirable again, according to Vontobel AM's Mondher Bettaieb.

But not on the table for the US

Ultra-low interest rates are not going away

Concerns over Italian banks

The UK has voted: Brexit it is. Even though the uncertainty around the vote result is behind us, a new road full of unknowns opens up, writes Florence Barjou, deputy head of active investment strategies and head of multi-asset investments at Lyxor Asset...