Political uncertainties weighing on the markets

One answer to cope with political uncertainty: diversification Comparing investors to tightrope walkers is obvious: both are constantly striving to perform a tricky balancing-act. When making decisions, investors are seeking to find the ideal balance between generating a good return and shouldering risk against a backdrop of uncertainties.The two crises involving Greece and China remind […]

Perspectives: Special edition 2015

Jean Monnet, in the aftermath of the Great Depression and well before he made his central contribution to realisation of the European ideal, remarked: “People only accept change when they are faced with necessity, and only recognise necessity when a crisis is upon them”. Shock-waves from the two major systemic crises of the last decade […]

Three of the seven key developments for 2015 are already shaping investment strategy

Eurozone policy mix remains incomplete The European Central Bank had already signalled its intentions and did not disappoint investors when, on 21 January, it announced a plan to acquire sovereign debt to a minimum of €60bn monthly up to September 2016.To understand what this level of quantitative easing can do to boost the eurozone economy, […]

On the eve of 2015, oil and the US economy are already dictating the shape of investment

The oil price collapse is consistent with the long-standing themes in our Secular Trends Every year in November we review and update our Secular Trends publication. In simple terms, our prognosis for the decade favours – and has favoured – developed markets over emerging markets, the dollar over the euro, and technology over commodities. At […]

Quantitative easing at a crossroads

The effects of changes to QE are not linear The era of unconventional monetary policy began after the collapse of the Lehman Brothers investment bank in September 2009. One of the most controversial aspects of this policy is the direct purchase of assets by central banks, commonly known as quantitative easing or QE. At the […]

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