Macro Views
Markets shrug off May’s Article 50 notification – are they right?
UK prime minister Theresa May picked an early fight with EU leaders in her letter formally triggering the UK’s Brexit process though bond, equity and currency markets hardly responded. But perhaps they should have.
Fixed Income | 24 Mar 17
How to profit from negative yielding markets
Bondholders have been penalised by traditional benchmarks that have failed to grasp the current reality of low and negative yields, First State Investment’s Jamie Grant has said.
Fees on European funds ‘must come down’, warns regulator
Asset managers in Europe must reduce the cost of their products, Steven Maijoor, chair of the European Markets and Securities Authority (Esma) has warned.
Macro Views | 16 Mar 17
Ten years on, are investors repeating the mistakes of 2007?
Investors risk being lulled into a false sense of security in the current low-volatility environment, according to Brooks Macdonald’s Niall O’Connor.
Macro Views | 14 Mar 17
How low can sterling go?
Sterling hit an eight-week low on Tuesday morning in reaction to parliament’s approval of the Article 50 bill – but with at least two years of negotiations ahead, could the currency fall even further?