Overhaul of Baillie Gifford European Growth Trust continues
Underweight GBP and EUR
It has been hard to comprehend negative yields in Germany, let alone Greece.
Run by Michael Weidner and Daniel Herdt
Eurozone inflation eased back to a rate of just 1.1% in February. As in the US, there is some indication of a modest pick-up in wage growth, and this has in the past been closely associated with the rate of inflation in the service sector.
Tomas Johansson named manager
New CEO joins from Norway's Government Pension Fund
Ugo Lancioni, head of global currency at Neuberger Berman, takes a closer look at some of the consensus currency positions of last year, and asks if they are still compelling.
What we can learn from this South African boutique
Central banks may resort to 'helicopter drop' measures to stave off the threat of deflation, according to Investec's Alastair Mundy.
ARE THE NORDICS A SAFE HAVEN?