Before the Italian President Sergio Mattarella rejected the proposed eurosceptic finance minister Paolo Savona, many market commentators were saying that a yield of 2.5% for 10-year Italian sovereign bonds is a key level for the European Central Bank...
Five 'radical' changes
This year's event takes place on 5 July
Is the best behind us?
European leveraged loans attractive
Brexit 'immensely damaging'
Range of strategies available
"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."
10-year Treasury yield passes 3%
Duration has remained steady in European sector
Overseas investors returning
FundCalibre asked managers about warning signals
UK should develop its own authorised retail investment scheme
Focus on financials
Bid to secure position as leading European domicile
Expectations of a 'soft Brexit'
When the relationship between two well-observed and liquid variables in the bond markets reaches multi-year wides, it warrants attention.
For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.
Rising inflation a risk
44% outperformed up from 28%
Political concerns remain
Up 6.2% since start of the year
Less scope for markets to get more expensive