ECB

JPMAM strategist Stephanie Flanders has said she is 'sombre' about the prospects for Europe and other developed markets, in a reversal of the optimism she felt at the start of the year.

Merkel must curb German complacency

Can coordinated politics help economies?

Regime changes stalk the markets

‘Market conditions have left customers bruised’

Regina Borromeo has more than doubled exposure to mortgage-backed securities in the Legg Mason Income Optimiser fund since the start of the year as a play on the housing recovery in Europe.

Complacency has taken hold of credit markets, with investors giving short shrift to credit risk, argues Kleinwort Benson bond head Fadi Zaher.

With globalisation under pressure, Samy Chaar, strategist at Lombard Odier Investment Management, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm

'Investors should expect nothing from bonds’

Mid-market firms in Europe are struggling to meet their financial needs as traditional banks continue to undergo a deleveraging process. Alexandra Krief and Taron Wade, directors at Standard & Poor’s Ratings Services, explain how investors could fill the private funding gap