Central Bank Watch – October 2014

From

Principal Global Investors has released its monthly Central Bank Watch for October 2014. The report outlines key concerns of the Reserve Bank of Australia which includes the slowing momentum in the Chinese

continue reading

According to ETFGI: ETFs and ETPs listed in Europe received net inflows of US$5.4 billion in January 2014

From

ETFs and ETPs listed in Europe received net inflows of US$5.4 billion in January 2014, according to findings from ETFGI’s January 2014 Global ETF and ETP industry insights report. The

continue reading

Weekly market & economic update – week ending 29 November

From

Key events of the past week and implications The past week saw global shares continue their upward drift helped by mostly good economic data, good news regarding Iran and more

continue reading

The Italian election and European risk

From

This edition of Oliver’s Insights looks at the implications of the Italian parliamentary elections. The key points are as follows: An inconclusive election in Italy, which has put a cloud

continue reading

Assessment of the announcement by the European Central Bank

From

The European Central Bank’s (ECB) new ‘Outright Monetary Transactions’ (OMT) program will enable the ECB to make unlimited, sterilised purchases of sovereign bonds in the secondary market. This latest move

continue reading

What’s ahead for the eurozone – and investors?

From

Now that recent elections in Europe have concluded, I think the real work begins. France When you’re electioneering you can make lots of promises, but the reality is that France

continue reading

Oliver’s Insights:Europe, China, US – the worry list for investors is getting wider again

From

There was one piece of great news last week. A new Mayan calendar find in Guatemala made no reference to the world ending this year. That’s nice, so I can

continue reading

Europe’s future depends on weakness

From

It is now just over two years since then governor of the European Central Bank Governor Jean-Claude Trichet first announced an end to the ECB’s quantitative easing policy and “a

continue reading

Ultimate contrarian – should you invest in Europe now?

From

European equities have been laggards since the financial crisis. One only has to read the news headlines to understand that the weight of the region’s debt hangs heavy around its

continue reading

Greece & Europe – what’s the risk of a break up?

From

Logic argues against a euro-zone break up given the costs to countries that exit. Nevertheless, a disorderly Greek default is a high risk, but at least Europe is becoming being

continue reading