Fund managers and economists are turning more bullish on eurozone debt and asset-backed securities after the European Central Bank (ECB) cut rates to a new historic low.
Market volatility has dropped to lows not seen since before the financial crisis, prompting expectations of a sharp spike, but some strategists suggest it could remain anchored for years to come.
The absence of any relationship between the monetary base and inflation means no one has any real idea of where the economy is heading. So how can the authorities control inflation and sustain above trend growth? John Clarke, chief investment officer...
Manager of Global Dividend fund sells Nestlé and Coca-Cola in favour of ‘pure' emerging market exposure.
A year ago this week, then-Federal Reserve chairman Ben Bernanke made a speech many expected to provoke a paradigm shift in markets.
Some of the UK's biggest bond and absolute return funds are shorting short-dated government bonds and buying into long-dated debt in what is being dubbed the ‘curve flattener' trade.