IMF warns against premature ECB-tightening
The International Monetary Fund has warned against the effects of reining back asset purchases by the European Central Bank, as the ‘Draghi put’ sees its fifth anniversary.
ECB
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QE tapering – three options for the ECB
ECB president Mario Draghi stopped short of announcing a gradual reduction of the central bank’s monthly asset purchases from its current size of €60bn. But markets are convinced tapering will start next year. The question is just which approach the ECB will take. ABN Amro’s head of financial markets research Nick Kounis looks at three…
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Investors not expecting a hawkish Draghi at ECB meeting
Industry experts are not expecting the European Central Bank to tighten monetary policy at its next rate meeting, despite Mario Draghi’s hawkish mood of late.
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How should investors respond to ECB tapering?
The improving economic outlook in the euro area has prompted the European Central Bank to consider reining in its monetary stimulus. How should investors respond to the prospect of monetary tightening in Europe?
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Italian investors regain confidence in absolute return
Most absolute return funds have failed to live up to expectations in recent years. As a consequence, their popularity with Italy’s fund selectors declined somewhat. But Italians’ love for absolute return has flared up once again, for obvious reasons.
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Euro weakens slightly as ECB remains in easing mode
As expected, the European Central Bank (ECB) kept rates on hold on Thursday. Hawks’ hopes the ECB may hint on monetary policy tightening were disappointed. But there was a change of tone in ECB-president Mario Draghi’s words.
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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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No basis for hawkish turn as ECB holds firm
A meeting of the European Central Bank heralded few surprises on Thursday, but added fuel to speculation QE will continue past 2017,albeit in a tempered fashion.
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Catalan investors brace for inflation spike
Eurozone inflation will hit 2% by next year, half of fund buyers attending the Expert Investor forum in Barcelona believe.
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ANALYSIS: Time to top up on European equities
Today’s eurozone data certainly gives investors something to think about. Should the action that follows this thinking be a raising of your European equities weighting?
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ECB remains in wait-and-see mode as inflation picks up
The European Central Bank (ECB) is keeping its monetary policy unchanged, as ECB-president Mario Draghi expressed confidence that inflation in the Eurozone is “converging to our objective”.
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ANALYSIS: ECB acts but Japan lesson looms large
While EU leaders unveiled plans for a new €321m state-of-the-art ‘Europa’ Brussels HQ, over in Frankfurt the ECB was building its own foundations for change.