As pressure grows on banks to restart lending activities, buyers are warning the window of opportunity on private lending funds may soon be closing, writes Julia Rampen.
Fund selectors are buying into asset-backed securities, labelling them one of the few remaining value trades in fixed income investing amid moves by the European Central Bank to support the sector.
'This market offers no extreme outliers'
Goldman Sachs' global equity team sees IT companies as main beneficiaries of improved tech infrastructure.
European peripheral debt has rallied this month, after the European Central Bank (ECB) cut interest rates and loosened monetary policy, but should investors cash in or buy more?
Cazenove Capital's Richard Jeffrey looks at what the European Central Bank's latest policy move means for markets.
Is it the final swan song for the corporate bond market?
Nick Gartside, CIO, global fixed income group, J.P. Morgan Asset Management, discusses the possible impact of the ECB's recent policy action to boost the health of the eurozone.
Fund managers and economists are turning more bullish on eurozone debt and asset-backed securities after the European Central Bank (ECB) cut rates to a new historic low.