Sunday’s referendum has pushed Greece closer to euro-area exit. A Greek departure would plunge the region into uncharted waters, with unpredictable consequences. But policymakers have powerful tools to combat contagion and prevent a Greek accident sending the rest of the region back into recession, says Darren Williams (pictured) – Senior Economist, Europe, AllianceBernstein…
Salman Ahmed (pictured), Global Strategist & Portfolio Manager at Lombard Odier Investment Managers, comments on the ’No’ vote in the Greek referendum…
Sean Yakota, head of Asia strategy at SEB, the leading Nordic corporate bank, analyses the current Outlook for Asia…
Dr Mark Mobius (pictured), Templeton Emerging Markets Investment Trust, comments on developments in the reform of China’s state-Owned Enterprises…
Erdinç Benli, Co-Head of the Global Emerging Markets team at GAM, on the effects of the outcome of the Turkish general election…
The recent shock movement in bunds infers the ECB will not implement QE in full given the outlook for the Eurozone is improving and inflation is stabilising at its set target (2% y/y )as it begins to show signs of acceleration with the rise in oil prices, says Andre Severino, Head of Fixed Income for US and Europe at Nikko Asset Management…
May’s trading activity on Tradeweb reveals a solid selling trend in fixed income and equity-based ETFs. This was the first time “sell” requests surpassed “buys” across both asset classes in the same month, the company says.
Alan Cauberghs, Senior Investment Director, Fixed Income, comments on the implications of the current situation in Greece for investors…
Craig Botham, Emerging Markets Economist at Schroders comments on the latest GDP figures from India and Brazil…
Craig Botham, Emerging Markets Economist at Schroders, comments on the rate cut in China…