Opinion
Opinion,
June 2016
Brexit : While a “leave” vote is likely to cause a quick sell-off in risk assets, the more important market implications would play out over a much longer time frame.
According to David Lafferty, Chief Market Strategist, Natixis Global Asset Management, event risks that are accurately, or close to accurately, priced are difficult to hedge on the fly...
Opinion,
June 2016
Brexit viewpoint: generational differences
European equities manager Tim Stevenson gives his personal views on the UK referendum, assessing some of the current arguments around EU membership and the impact of a potential Brexit.
Opinion,
June 2016
How Brexit will impact the UK economy?
According to Daniele Bianchi, of Warwick Business School, is an Assistant Professor of Finance and researches financial econometrics, asset pricing and commodity markets, on the whole, the negative impact of Brexit on exchanges rates, on the political landscape, and on (...)
Opinion,
June 2016
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 (...)
Strategy,
June 2016
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 (...)
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Equities head for choppy ride as higher yield market takes hold