Jean Maigrot, manager of the long/short Newsmith European fund, has warned investors of the damaging long-term impact on the eurozone of a potential Greek exit, while expressing concerns the ‘Draghi put' may not be substantial enough to be properly effective....
The eurozone slid into deflationary territory in December for the first time in five years, according to preliminary figures released today.
Changing economic conditions mean fundamentals won't always be the core driver of markets, which is why corporate bond managers must be more active and nimble to generate returns in 2015, says Simon Blundell, manager of the BlackRock Corporate Bond fund....
Jason Vaillancourt, co-head of global asset allocation at Putnam Investments and co-manager of the CF Canlife Total Return fund, on taking advantage of recent market volatility.
Acknowledging that the forecasting consensus has missed many of the big stories of recent years, analysts at HSBC have attempted to outline the biggest potential risks for investors in 2015.
Beware currency wars in 2015
Another year of pain for the bond bears in 2015?