Macro Views
No basis for hawkish turn as ECB holds firm
A meeting of the European Central Bank heralded few surprises on Thursday, but added fuel to speculation QE will continue past 2017.
Macro Views | 27 Feb 17
Asia fund professionals bullish on global economy
The global macro economic outlook for the next 12 months is bright, according to a poll conducted by our sister publication Fund Selector Asia.
Macro Views | 23 Feb 17
US tops newly-launched ‘Political Stability Index’
Charles Stanley has launched a new Political Stability Index to help investors assess the level of risk in the major developed stock markets.
Macro Views | 15 Feb 17
Is political risk in Europe a buying opportunity?
Political risk in Europe is likely to be short-lived and presents a buying opportunity for European high yield credit, according to Craig Ellinger, UBS Asset Management’s Chicago-based global head of high yield.
Forecasts frustrated by too many unknowns
Caution should prevail while economists struggle with forecasts in a climate of too many unknowns, according to François Duhen, chief economist and strategist at Swiss banking group Crédit Mutuel-CIC.