Popular support for euro rises to 13-year high
Support for the euro has climbed to its highest level since 2004, with 73% of the population of the eurozone now supporting the common currency.
Currency
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ANALYSIS: Sailing the macro winds in Japanese equities
Net inflows into Japanese equity funds by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also becoming increasingly bullish on the asset class.
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Fund buyers plan to continue EM debt binge
Emerging market bonds have been on a strong run this year, and Europe’s investors think the rally isn’t over yet.
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Brace for more volatility in US Treasuries
The bulk of US Treasuries are owned by the Fed and foreign investors. But this is set to change, and it could have serious consequences.
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ANALYSIS: Brexit one year on
It has now been a year since the UK electorate made, as a British fund manager put it recently, “a huge strategic error of the like the country hasn’t experienced in maybe a century” by voting for Brexit.
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Is dollar weakness set to reverse?
This year’s dollar weakness took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.
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Trump – from asset to liability for US equities?
When Donald Trump had just been elected to the US presidency, investors believed this would power US equities to new highs, while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
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Icelandic investors binge on foreign assets
Following the lifting of capital controls in March this year, Icelandic investors can again freely invest in foreign assets. And they are already taking full advantage.
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ANALYSIS: All stars aligned for European equities rally
The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.
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ANALYSIS: French elections – prepare for an uncertain outcome
The French presidential elections have turned into a highly unpredictable four-horse race. All four candidates offer radically different visions on the economy, and on France’s place in Europe. But is there a way to prepare for the outcome if the result is still so much up in the air?
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Eurozone inflation hits three-month low as euro sees more losses
The March eurozone inflation figure decelerated to its lowest rate in three months as the euro lost further ground against the pound on Wednesday (19 April).
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Japanese equities return to favour
Net inflows into Japanese equity funds have reached their highest level in 20 months, according to Morningstar fund flows data. Multi-asset and absolute return funds are also seeing an increase in interest.