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March 2015

Opinion Dollar strength tips Fed towards later rate rise

Keith Wade, Chief Economist & Strategist at Schroders, still believe that rates need to rise as the economy is getting back to normal with unemployment near equilibrium and credit growth resuming. However, the Fed is clearly happy to be cautious and keep the liquidity (...)

March 2015

Opinion Europe – The darkest hour is just before the dawn

The European Central Bank (ECB) is embarking on quantitative easing (QE) at a time when tailwinds are already beginning to build behind the euro area economy. Threadneedle Investments’ fixed income fund manager Martin Harvey asks if we can dare to dream of a brighter (...)

March 2015

Opinion No big bang budget in India

India’s Union Budget, announced on the 28th February, broadly delivered what markets were looking for, but will have disappointed some expectations.

March 2015

Opinion Taking the Silk Road

The year of the goat, which has just begun, looks likely to herald a major push by China to establish a new “Silk Road”, the adoption of a new five-year plan to boost the country’s social and economic development and a pick-up in the pace of financial reform, according to Ross (...)

February 2015

Strategy Just how much lower can bond yields go?

Bond yields may not have bottomed out, and negative yields are not necessarily a bad thing for certain investors, says Robeco’s multi-asset investment head, Lukas Daalder.

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