Questions over further quantitative easing rollout
If you had not been paying attention to financial markets for quite a few years and then – from this position of naivety – had looked at the eurozone, your likely conclusion would be that the region's equity bourses were offering tremendous value.
Europe faces several challenges, specifically German manufacturing, trade wars and Italian budgetary pressures.
Effects of low-interest rate environment
In the developed world, inflation expectation is noise
Bond yields predicted to sink below zero, experts argue
Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.
Global bond yields continue to crash through zero