Earlier this month the Bank of England announced a halt to its quantitative easing programme. Other central banks also have complex exit strategies to undertake. But how successful has QE been and did it have the desired effects?
We believe the economy is recovering, albeit at a pace that is below trend relative to prior recoveries.
Do derivatives still have a place within the investment world and can they be used within fixed income portfolios to more effectively manage the risks associated with bond investing?
The rally in equities that began in March this year has been a rational reaction to the Fed's policy of ultra-low interest rates and asset buybacks.
While central banks and governments have started to think about how they might navigate a return to normality, there is little evidence that an exit is imminent
Threadneedle CIO, Sarah Arkle, has raised financials to an overweight in her global sector views, and is optimistic on a continued rally in equities.
The FTSE has tumbled 0.76% this morning, as the markets reacted to suggestions the US Federal Reserve is preparing to remove stimulus measures.
The US dollar has fallen to a one-year low against the euro ahead of the G20 and Federal Reserve meetings.
Despite frequent waves of negative news, there are several bullish trends emerging for the US economy and its stock market.