Macro Views
Pimco calls for €30bn injection into Italian banks
An equity injection of €30bn to €40bn could revive Italy’s beleaguered banks, according to Pimco’s global head of financial research Philippe Bodereau.
Investment | 29 Nov 16
ANALYSIS: Will the Fed turn its back on the world next year?
With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.
Macro Views | 28 Nov 16
It’s anyone’s guess what’s going on inside Trump’s head
What a game changer the election of Donald Trump as US president is likely to be across so many fronts.
Investment | 25 Nov 16
Diving for pearls: Nine global funds worth considering
With 267 funds, the Investment Association (IA) Global sector is second only in variety to its UK All Companies, which comprises 269 funds. It is one of the oldest and most popular sectors and also very diverse, both in terms of type of offering and also in terms of performance.
Macro Views | 23 Nov 16
ANALYSIS: Pragmatic Hammond and the art of the possible
Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.