Macro Views
Macro Views | 17 Feb 16
Economic arguments around Brexit impact are ‘bogus’ – Woodford
British fund manager Neil Woodford has said he believes the United Kingdom’s economy would not be adversely impacted by leaving the EU, with temporary currency weakness the only real issue.
Macro Views | 16 Feb 16
Cash balances hit 15-year high as investors turn cautious
Investors are turning more cautious in the face of the turmoil in the financial markets this year, according to the latest Bank of America Merrill Lynch (BAML) Fund Manager Survey, with average cash balances up at their highest weighting since November 2001.
Macro Views | 8 Feb 16
Growth fears push investors back to old safe havens
The much-touted wall of worry that investors have been climbing in recent months seems once more to be winning.
Macro Views | 4 Feb 16
BoE unanimously holds rates, cuts growth outlook
In an unexpected move, the Bank of England’s (BoE) entire nine-member rate setting committee voted to hold interest rates at 0.5%, and cut its GDP growth forecast.
Fixed Income | 29 Jan 16
ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory on Friday.