Macro Views
Investment | 14 Jun 18
ECB to end quantitative easing
The European Central Bank has set an end date for quantitative easing, stating purchases will be halved after September before the programme ends in December.
Who actually holds the global debt?
Despite much talk of debt reduction and deleveraging since the financial crisis, global debt levels are higher than ever before. Several risks arise for investors and for financial and economic stability, according to Daniel Murray, head of global research at EFG Asset Management.
Opportunities and risk in disruption
Investing in disruptive companies requires a blend of new entrants with established companies to minimise risks, according to Wesley Lebeau, Paris-based thematic equities portfolio manager at CPR Asset Management, a subsidiary of Amundi Asset Management.
Portugal: from pig to golden child
The Iberian country has undergone a turnaround in fortunes since the European debt crisis.
Investment | 9 May 18
Will taper tantrum happen again?
Emerging market debt has been attracting robust inflows but as monetary policy tightens and volatility rises can the asset class retain its appeal?