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Articles

June 2016

Opinion A negative interest rate has one benefit: It forces Germans to reconsider their investment behavior

According to Stefan Kreuzkamp, Chief Investment Officer at Deutsche Asset, as we approached this negative interest rate scenario, there have been some winners and many losers. German savers are in the losing camp because their exposure to equities and real estate is below (...)

June 2016

Strategy How helicopter money works

Monetary financing isn’t a wacky new policy and is easy to understand once you look at ‘money’ the right way. We should treat government debt and taxation as two forms of monetary sterilisation rather than financing (...)

June 2016

Opinion “Brexit”: dampening the downside but ready for opportunities

Paul O’Connor, Head of Multi-Asset, gives an update on the risks and opportunities in the run-up to the June EU referendum. With less than 40 days until the vote, opinion polls are fairly stable and suggest “remain” will be the outcome. However, the material risk of “Brexit” (...)

June 2016

Opinion Brexit referendum: more volatility ahead for Sterling

According to James Butterfill, Head of Research at ETF Securities comments, Brexit is the mother of all market uncertainties: legal, political, economic, polling and currency risk combining to make any confidence about the short-term outlook (...)

May 2016

Opinion Global markets are being troubled by a range of issues

Global markets are being troubled by a range of issues: some old, some new. According to Mark Burgess, CIO EMOA and Head of Equity Investments at Columbia Threadneedle Investments, three issues are worth paying close attention to: Global growth, Ongoing macroeconomic (...)

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