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Gold: right time, right place

Published by : Old Mutual Global Investors

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds to inject liquidity into financial markets – the risk of a policy error triggering a selloff grows, according to Ned Naylor-Leyland, manager of the Old

Published: 17 July 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

End of an era: guarding against complacency

Published by : Old Mutual Global Investors

The market turbulence caused by political upheaval in Italy revealed cracks in the eurozone that had been papered over by QE. Nicholas Wall, fund manager of the Old Mutual Strategic Absolute Return Bond Fund, argues that there is no room for complacency as the era of abundant liquidity comes to an

Published: 18 June 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Latest from Lyxor: Eurozone recovery shows no sign of slowing down

Published by : Lyxor

Eurozone markets seem to have recovered from their short-lived sell-off, but investors may now look to lock in gains rather than take on more risk – especially with the Catalan elections looming.We’re less positive on sectors like construction and consumer discretionary as a result.

Published: 28 November 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Income insights: Better for bonds, for now

Published by : Lyxor

Earlier this year we were rather pessimistic about the outlook for bonds. There were so many factors at play it looked like 2017 really would be the year the bond bubble finally burst. Not for the first time, those expectations have been confounded. Fast forward a few months and things are looking a

Published: 12 October 2017

Business Area: Fixed Income

Type: Portable Document Format (.pdf)

John Greenwood quarterly economic outlook Q32017

Published by : Invesco

With the US Federal Reserve (Fed) gradually normalising interest rates, the US economy appears to be in good shape. Can President Trump take any of the credit? What are the main risks for the economy and when will the Fed start shrinking its balance sheet?

Published: 11 July 2017

Business Area: US

Type: Portable Document Format (.pdf)

Economic Outlook - The wrong sort of inflation

Published by : Hermes Investment Management

Neil Williams, Group Chief Economist at Hermes examines the USA, UK, China, Japan and Euro-zone territories. Reflecting on their performance and highlighting their economic outlook.

Published: 08 June 2017

Business Area: China

Type: Other

The Italian Referendum

Published by : Columbia Threadneedle Investments

This paper looks in detail, at why the Italian referendum is such an important step for reform.

Published: 01 December 2016

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

After brexit: eurozone big four go to the polls

Published by : BlackRock

Just days after UK voters shocked the world with their decision to exit the European Union, Spain’s general election kicked off a 15-month run during which the Eurozone’s four-largest economies hold critical votes.

Published: 05 September 2016

Business Area: Europe

Type: Portable Document Format (.pdf)

ECB policy strengthens investment case for value & banks

Published by : Neptune Investment Management

The ECB delivered a strong package in its latest policy announcement that managed to find the right balance between supporting the economy and not endangering the banking system. The EU banking system is very sensitive to negative rates, and if the ECB were to have cut rates by too much, it could

Published: 04 April 2016

Business Area: Europe

Type: Portable Document Format (.pdf)

European Smart Beta ETF Market Trends

Published by : Lyxor

In 2015, Smart Beta ETF flows were mainly focused around Fundamental, Multifactor ETFs and Minimum volatility, with the latter two respectively benefitting from increasingly volatile markets and investors’ search for return enhancement. Download this resource to learn the full market trends from

Published: 17 March 2016

Business Area: ETFs

Type: Portable Document Format (.pdf)