ECB
Macro Views | 22 Sep 16
ANALYSIS: Central bank manoeuvring puts banks back in play
The Fed and the Bank of Japan failed to disappoint markets on Wednesday. And, with that lack of disappointment, has come a growing belief that the banking sector might well be turning once more into a viable investment destination.
Luxembourg’s fund buyers – the perfect Europeans
Against a backdrop of macroeconomic uncertainty, most fund selectors based in the Grand Duchy intend to increase their allocation to long/short equity funds. They also follow the other main trends: buying emerging market equities and corporate bonds, and selling US equities and government bonds.
I’m not a eurosceptic, says Yanis Varoufakis
In this Q&A session, filmed at a Pan-European Congress hosted by International Adviser’s sister publication Expert Investor, Yanis Varoufakis reveals exclusively why he is not a eurosceptic. He also explains why he admires Wolfgang Schäuble, and much more.
European equities still packing a punch
Despite political and economic turmoil and the threat of Brexit, European equities are still packing a punch with investors
ANALYSIS: Will Draghi ever be able to do enough?
The ECB’s latest salvo in the fight against the prospect of deflation was initially met positively by markets. But, a lack of a clear message that the Bank will cut rates further from here sent markets falling again almost as quickly.
