European Central Bank

Heightened volatility here to stay

2019 was marked by US dollar appreciation

Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...

'Train is not going off the tracks'

Review of monetary policy strategy

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.

Which areas should investors pay attention to?

Why monetary policy has failed so far

All eyes on the ECB

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.