ECB

George Soros and John Paulson are among the investors buying gold in anticipation of an uptick in price driven by more QE in developed economies this year.

Argonaut founding partner Barry Norris finds a glimmer of hope for the eurozone crisis in the latest comments by ECB President Mario Draghi.

Italian Prime Minister Mario Monti has described a psychological rift deeply ingrained within the eurozone that could potentially rip Europe apart.

The FTSE 100 has added 1.4% in early trading as investors consign yesterday's ECB disappointment to the past and await today's US jobs data.

European equity markets are selling off alongside the euro this afternoon as investors react badly to ECB president Mario Draghi's announcement on new policy measures designed to save the euro.

Markets are hoping for further economic stimulus as the European Central Bank and the Bank of England embark on policy meetings later today.

The FTSE 100 has added 1.2% to move back towards 5,700 as global markets anticipate concrete policy action to protect the euro later this week.

German finance minister Wolfgang Schaeuble recently said the unnaturally low yield for bunds is not the financial godsend it first appeared to be. Rather, it is a real source of concern.

After two years of intense negotiations and 19 crisis summits, EU leaders are still deeply divided over what action is needed to solve the eurozone sovereign debt crisis.

Guy Monson, CIO & managing partner at Sarasin & Partners, looks beyond the eurozone and identifies the other key themes that will affect investment decisions over the next six months.