Review of monetary policy strategy
Restarting quantitative easing
Entering a 'monetary policy arms race'
QE could be back soon
Have economic cycles fundamentally changed?
Equity markets everywhere look 'reasonably placed'
Navigating fixed income markets in the New Year
Markets have been far more volatile this year than last, taking fright at trade wars, the Italian budget, and the rout of the Turkish lira, for example. Yet most of the volatility has been in equity markets, while corporate bonds have provided a relatively...
Shorter duration required
Rate rises will be slower than predicted
Strong monthly performance
Kept rates unchanged
7IM's Urquhart Stewart: If executed properly, regulation could be the best advert the asset management industry has ever had
Regulation an 'excuse' not to do something
Yellen hopes unwinding will be like 'watching paint dry'
Brazil and Russia top performers for 2016
Quick-fire interview with AXA IM's Porter: How transition to 'inflationary mindset' could impact bond liquidity
AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity...
Cutting bond purchases to €60bn a month
Investors wary of a ‘peacock market’
More easing expected
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.
Eighth anniversary of collapse of Lehman Brothers
Nick Gartside, J.P.Morgan Asset Management CIO fixed income and manager of the Global Bond Opportunities fund, talks to editor Katrina Lloyd about why Mark Carney did exactly the right thing by cutting rates, and why fears about bond market illiquidity...
Follows failed attempt last week