Pimco has announced that Ben Bernanke, former Chairman of the Federal Reserve, will serve as a senior adviser to the firm, contributing his economic expertise and insights to the firm’s investment process and periodically engaging Pimco’s clients. “We are honored to have Bernanke serve as an advisor to Pimco, and look forward to benefitting from […]
Jan Dehn, head of Research at Ashmore discusses the resilience of Emerging Markets and why Developed markets are sustained by deliberate policies of asset price inflation in lieu of reforms Last year Emerging Markets (EM) clocked up 4.7% growth despite a 200bp rise on average in their borrowing costs (according to JP Morgan’s GBI-EM GD […]
With the US economy accelerating, investors are wondering how far off a rise in interest rates will be. Fixed Income Fund Manager, Gareth Isaac, comments on how unconstrained bond funds could offer the flexibility needed to avoid getting caught out. Intentionally or otherwise, Ben Bernanke chose a memorable date to announce the massive quantitative easing […]
Importantly the tapering announcement included a pledge to maintain interest rates at their present level, stresses Dan Harlow, deputy manager of the AXA Framlington American Growth fund.
Outgoing US Federal Reserve’s chairman Ben Bernanke has announced that the US government will start cutting its bond-purchasing programme by $10bn in January.
Jan Dehn, head of Research and Gustavo Medeiros, Portfolio Manager at Ashmore discusses the battle between bond vigilantes and the Fed.
The minutes of the Federal Open Market Committee on October 29–30 2013 quote the Fed’s officials as saying that they plan to begin trimming the central bank’s stimulus efforts in “the coming months”.
2014 will generally be a good if not spectacular year for risky assets but is unlikely to be as good as 2013,according to James Waters Client Portfolio Manager –Fixed Income at Threadneedle Investments
Peter Fisher, senior director at the BlackRock Investment Institute, and his team discuss what’s the road ahead for the Fed.
Alex Temple, portfolio manager at ECM Asset Management, an independently operated multi-asset credit investor owned by Wells Fargo, says that despite recent mixed messages from central banks, the Federal Reserve is unlikely to taper its QE programme before December.
The Federal Open Market Committee approved tapering bond purchases but was divided over the date of the operation, according to the FOMC minutes.
Chairman Ben Bernanke tried to reassure markets the Federal Reserve would not step away from supporting a weak economy in his testimony to US Congress yesterday.
Irene Campos of Inverdif Asesores on how fine art is adding diversification in the fund environment
Enrique Pardo of Allfunds Bank on the European welcome to non-European managers
Stefan Keil of NORD/LB on the duration challenge to selection
Miguel Ángel Olmeda of Bank Degroof Petercam Spain comments on the challenge of closet tracker funds
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Beating the S&P 500 is possible 
Sean Flanagan to attend Hamburg Summit 
Anthony Cross to attend Hamburg Summit 
Luis Fañanas of JOHCM reviews European large caps at Copenhagen Forum 
Lars Jaeger of GAM addresses alt risk premia at Copenhagen Forum 
Kyle Kloc of Fisch AM tackles global HY at Copenhagen Forum 