ECB

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

China's central bank has followed the ECB's move to boost its economy, after revealing plans to inject a fresh round of capital into its banking system.

Why a Japan-style Europe looks increasingly likely

What are the biggest challenges the senior executives of investment management firms are currently concerned about? Hardeep Tawakley asked three: Hermes' Saker Nusseibeh (left), OMGI's Julian Ide (centre) and Rathbones' Julian Chillingworth for their view from the top

Old Mutual Global Investors' Richard Buxton has highlighted a series of global shocks which could hit equity markets over the next few months as investors return from their seasonal breaks.

Bond managers have said the European Central Bank's move to cut rates and start buying asset-backed securities in Europe means it is now unlikely to implement a mainstream QE programme.