Category Archives: Uncategorized

Eurozone: Noisy Politics, Steady Economics

Andrea Brasili is a Senior Economist in charge of providing analysis on macroeconomic issues. After Brexit and the US presidential election, a third ballot nightmare materialized in December when the Italian constitutional referendum ended in a wide defeat for Prime Minister Matteo … Continue reading

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European Equities Outlook for 2017

2016 has been a challenging year for European Equity investors. I provided the following comments at a recent investment conference. Video: 2017 Outlook for European Equities Click here for our complete selection of 2017 Outlook videos. 2016 has been particularly difficult … Continue reading

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A More Constructive View of China

Pioneer Investments Economist, Qinwei Wang shared his thoughts with followPioneer. Recent developments have suggested that growth momentum in China has been holding up relatively well, while there are increasing signs that policymakers are accelerating their efforts in structural measures. As … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. Spain – Politics to the Fore Again Spain has been without a government since national elections in December 2015. No party has managed to secure a majority in those elections, leading to the most fragmented parliament since 1977. A … Continue reading

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2 Things the European Investment Grade Fixed Income Team Talked About Last Week

Bank of Japan – Some Further Thoughts As we have had more time to digest the announcements from the Bank of Japan (BoJ) last Wednesday, there are a number of things that catch our attention. Firstly, my old university economics … Continue reading

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