Italy now the real threat not Brexit
The Italian constitutional reform referendum this autumn will, or rather should, cause European investors to hold their breath more anxiously than they did on the morning of 24 June.
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The Italian constitutional reform referendum this autumn will, or rather should, cause European investors to hold their breath more anxiously than they did on the morning of 24 June.
Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.
Not only do zero or negative interest rates fail to provide an “easing cushion” in a recession, but they destroy capitalism’s business models, according to Bill Gross of Janus Capital.
Emerging market currencies are set to strengthen even further despite the significant appreciation from lows already seen this year, said NN Investment Partners.
The first half of 2016 was the first time investment has been the largest component of gold demand for two consecutive quarters. Should this leave gold bugs feeling vindicated or afraid?
A tradition which has its origins in the time of the medieval Hanseatic League still forms the basis of the investment strategy of investors in the north German city of Hamburg, argues Johannes Sahmland-Bowling.
The Bank of England’s monetary policy committee has cut interest rates to 0.25%, and committed to a new term funding scheme to “reinforce the pass-through” of the decision into the broader market.
The correlation between oil and US high yield markets broke down in July, indicative of a shift in the focus of the sector.
The active management industry will have to shrink substantially, Moody’s Investor Services argues in a new report on the growth of passive investments.
From an investment point of view it would be rational for the UK to avoid delays in leaving the EU, said Gero Jung, chief economist at Mirabaud.
In its latest Flow Show note, Bank of America Merrill Lynch pointed out that, at current rates, it would take you 1387 years to double your savings in a 1-year German deposit account.
In 2015, net sales of regulated funds in Asia-Pacific for the first time outpaced sales in Europe and the Americas, according to data from the Investment Company Institute. Most of the sales growth came from money market funds.