European Central Bank

Equities

Will equities climb a wall of worry in 2020?

'Train is not going off the tracks'

clock 24 January 2020 • 4 min read

Markets

ECB maintains rates and QE as Lagarde launches review

Review of monetary policy strategy

clock 23 January 2020 • 2 min read

Bonds

The forces driving emerging market debt returns

Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.

clock 16 January 2020 • 2 min read

Markets

From Brexit to Turkey and beyond: The top macro tips for 2020

Which areas should investors pay attention to?

clock 06 January 2020 • 1 min read

Global

Central banks 'trying to treat an infection without antibiotics'

Why monetary policy has failed so far

clock 06 January 2020 • 3 min read

Investment

What is the outlook for Europe in 2020?

All eyes on the ECB

clock 02 January 2020 • 7 min read

Bonds

EMD yields look attractive but beware political risks

After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.

clock 23 December 2019 • 2 min read

Equities

Schroders multi-asset team backs equities as recession risk falls

Thawing of geopolitical tensions behind positive outlook

clock 11 December 2019 • 2 min read

Global

Sarasin's Thomas: Central banks will not save us during the next recession

Fiscal stimulus could be 'down to governments'

clock 10 December 2019 • 5 min read

Europe

Carmignac's Saint-Georges: What can we expect from financial markets in 2020?

On cusp of 'radically new chapter'

clock 09 December 2019 • 4 min read
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