Federal Reserve
Global
Mixed economic data from the US this year, as well as increased global risks, has led to a deferral in this year's much awaited interest rate rise, writes Fatima Luis, a portfolio manager and analyst at Mirabaud Asset Management.
31 October 2016
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2 min read
US
Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...
17 October 2016
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1 min read
Europe
In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.
14 October 2016
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4 min read
US
The fact that this morning many comments focus on the so-called increased probability of a rate hike this December completely misses the point, writes Raphael Pitoun, CIO of Seilern Investment Management.
22 September 2016
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2 min read
