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UK inflation jumps by more than expected

By: Azad Zangana | 21 Mar 2017

Schroders’ senior European economist, Azad Zangana, comments on the UK’s economic landscape and how he expects the Bank of England to react following today’s UK inflation announcement.…

Macro uncertainty: Keep calm and wait for opportunity

By: Mike Clements | 21 Mar 2017

It is difficult to make predictions it was once said, particularly about the future. Last year, I failed to foresee Brexit and the unstoppable ascent of Donald…

Dutch residential mortgage market offers attractive opportunities

By: Marc De Moor | 21 Mar 2017

The €660 billion Dutch residential mortgage market has been attracting increased interest and looks set to be a significant feature of the European real estate investment landscape…

Competitive devaluation: A war of words or the next financial crisis?

By: Hussein Sayed | 20 Mar 2017

For years, the White House has remained tight lipped on questions of currency. You’ll be hard pressed to find a treasury secretary since the 1990s address such…

Review of the European ETF Market, February 2017

By: Detlef Glow | 20 Mar 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for February. These net inflows, in combination with positive market impacts, led to increased assets under management in…

Ashburton’s Finch: Modi’s gamble with demonetisation pays off

By: Simon Finch | 17 Mar 2017

Over the weekend the election results from five Indian states, Goa, Manipur, Uttarakhand, Punjab and most significant of all, Uttar Pradesh (UP) were announced. Following discussions with…

The case for higher rates could be even more compelling next year

By: Mark Dowding | 17 Mar 2017

Mark Dowding is partner & co-head of Investment Grade Debt at BlueBay Asset Management. A Goldilocks portrayal of an economy, which is neither too hot nor too…

Neuberger Berman: Major reason for caution on European equities is political uncertainty

By: Joe Amato | 15 Mar 2017

The S&P 500 hit a new peak last week, buoyed by US President Donald Trump’s address to Congress. At the same time, the US dollar was riding…

Asia markets weather politics to offer new opportunities

By: Robert Lloyd George | 14 Mar 2017

Robert Lloyd George is manager of the Quaero Capital’s Bamboo fund. The prospects for earnings and economic growth in Asia remain positive for the coming year, although…

Four things to know about EM corporate debt

By: Angus Bell | 14 Mar 2017

Renewed investment inflows and rising performance are the dominant early 2017 trends in emerging markets (EM). This represents a dramatic turnaround from the outflows, volatility, and protectionist…

Hodges comments on hedges in fixed income environment

By: Richard “Dickie” Hodges | 13 Mar 2017

Everything went up in February, government bonds, credit, high yield, equities, gold, oil – all rose.  There was justification for some of this – economic data was…

Monday Morning Memo

By: Detlef Glow | 13 Mar 2017

Are bond ETFs a driver of growth or the next troublemaker for the ETF industry? Bonds and bond funds, despite the low-interest-rate environment, are in general one…

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