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
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...
After a long period of upward trending equity markets, the last ten months have been a harsh reminder for active equity managers of what uncertainty can do to stock prices. We have witnessed large swings in terms of general sentiment as well as factors...