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March 2016

Opinion S&P Global Market Intelligence: With leverage ratios firmed up, attention turns to RWA density

Much heavy lifting has already been done to raise European banks’ capital ratios, as a new analysis by S&P Global Market Intelligence shows —data drawn from 30 European banks, both eurozone and non-eurozone, shows that these institutions reported at the end of 2015 fully (...)

February 2016

Opinion Japanese stocks look oversold

According to Shogo Maeda, Head of Japan Equities, despite the recent volatility, Japanese companies’ prospects continue to look bright.

February 2016

Opinion The decline in European financials does not represent a systemic risk

According to Wouter Sturkenboom, Senior Investment Strategist at Russell Investments, the European financial sector has been selling off very hard this year and there are genuine concerns which underpin the declines...

January 2016

Strategy Natixis Asset Management’s outlook and investment strategies: where to get value in 2016?

Natixis Asset Management foresees growth picking up in the euro zone, aided by an everaccommodating ECB, even if global growth should remain moderate again this year...

January 2016

Opinion The US rate rise is symbolic

Sebastian Radcliffe, manager of the Jupiter North American Income Fund, comments on the decision by the US Federal Reserve to increase interest rates for the first time since 2006

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