According to Yun Young Lee, Fund Manager, Japanese Small Cap at Schroders, there is a compelling case for investing in smaller Japanese companies despite economic uncertainties...
According to Philippe Ithurbide, Global Head of Research, Strategy and Analysis at Amundi, it will act through a number of channels among which interest rate, liquidity, wealth effect and forex channels, whose effects has already partly been felt in anticipation, to which should now be added confidence channels due to the program's credibility with its potential open ended feature.
The European Central Bank's (ECB) recently announced bond buying program should help stabilize financial
markets both in the Eurozone and elsewhere. However, quantitative easing by the ECB may not be a panacea
for what ails the Eurozone. More must be done to heighten the global competiveness of member economies.
BNP Paribas Wealth Management has published its global economic outlook for 2015,
highlighting ten main investment themes to enable its clients to direct their investments to
growth themes.
Salman Ahmed, LOIM's Global Strategist, has commented on the Swiss National Bank's policy update this morning. He discusses the implications for the Swiss currency and the wider impact on the eurozone economy.