- Thursday, 16 October 2014
- Wealth Management Expert Opinion
Stagnation for the Euro Zone
There is no pick-up in activity to save what were again misplaced expectations of stronger economic activity. In this respect, 2014 is very similar to 2013 or 2012. The year starts with forecast growth rates for corporate earnings approaching mid teens, though current macroeconomic situation and leading indicators do not allow to entertain such hopes. At mid point into the year...
Read more...- Monday, 15 September 2014
- Wealth Management Expert Opinion
It Might Not Be All That Bad
The realisation that the Euro zone economy had come to a standstill and was on the cusp of deflation*, combined with an underwhelming reporting season and the end of QE in the US looming on the horizon**, was behind this summer's correction. However, since 2009 each time things have started to look bad, investors have put their faith in central bankers to bail them out. So, two weeks...
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