Macro Views
No basis for hawkish turn as ECB holds firm
A meeting of the European Central Bank heralded few surprises on Thursday, but added fuel to speculation QE will continue past 2017.
Macro Views | 27 Feb 17
Asia fund professionals bullish on global economy
The global macro economic outlook for the next 12 months is bright, according to a poll conducted by our sister publication Fund Selector Asia.
Macro Views | 23 Feb 17
US tops newly-launched ‘Political Stability Index’
Charles Stanley has launched a new Political Stability Index to help investors assess the level of risk in the major developed stock markets.
Forecasts frustrated by too many unknowns
Caution should prevail while economists struggle with forecasts in a climate of too many unknowns, according to François Duhen, chief economist and strategist at Swiss banking group Crédit Mutuel-CIC.
Macro Views | 15 Feb 17
Is political risk in Europe a buying opportunity?
Political risk in Europe is likely to be short-lived and presents a buying opportunity for European high yield credit, according to Craig Ellinger, UBS Asset Management’s Chicago-based global head of high yield.