‘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
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