Tag Archives: eurozone
A Brexit Is a Lose–Lose Proposition
If the United Kingdom withdraws from the European Union (EU), everyone stands to suffer. Read More
Economic Activism: Europe’s Struggles with Monetary and Fiscal Policy
When monetary policy is activist and fiscal policy is gridlocked, overturning decades of precedent, how can investment professionals adapt? Read More
What Is Next for Bond Yields?
Steven Major, CFA, global head of fixed-income research at HSBC, explained that a year ago his team was criticised for predicting long term government yields 1% lower than market consensus. He wished he had been wrong, but today, the term premium on long-end US bonds is negative. Read More
Private Wealth Report Shows Surprising Results for Europe’s Investors
A recent report shows that the crisis in Europe has created opportunities for private wealth clients and the financial professionals who manage their assets. Read More
Checking Assumptions and Challenging Mindsets: A Crucial Investment Strategy
If we truly aim to serve clients and our societies to the full, prudence guides us to check the assumptions and challenge the mindsets we instinctively rely on. Read More
J.P. Morgan Strategist: World More Balanced Despite Policymaker Actions, Not Because of Them
The route to recovery in Europe is so long that there will be plenty of growth opportunities to be captured by investors along the way, says David Kelly, CFA. Read More
ECB’s Yves Mersch: Newfound Calm in European Markets Reflects Credibility of Reform Effort
In the closing keynote address, Mersch sought to explain how recent policy initiatives have addressed problems brought about by the original design flaws of European monetary union (EMU). Read More
Prospects for the Eurozone: It Won’t Be Germany to the Rescue
Kai Konrad painted a picture of troubled states increasingly doubtful of the EU, warning “don’t expect much from Germany.” Read More
“Heart Breaking” and the Future of the Eurozone: Kai A. Konrad on European Convergence
Kai A. Konrad’s work studying political economy and public economics has given him some unique insights into the ways that individuals and groups interact to achieve their desired objectives. Read More
One Year Later, Has the German Bubble Grown?
A look at the risks that have been building in advance of the Deutsche Bundesbank’s warning about property bubbles, and what they mean for the eurozone. Read More
