Bill Gross's investment outlook
Bill Gross of PIMCO's investment outlook for August.
Bill Gross of PIMCO's investment outlook for August.
China slowing, not collapsing, and shares look attractive
The slowdown now underway in China should be seen as a normalisation of growth. It is unlikely to lead to a hard landing.
The slowdown now underway in China should be seen as a normalisation of growth. It is unlikely to lead to a hard landing.
A line in the sand
While the stress tests were perhaps too soft, they have provided a line in the sand. The European banking system appears reasonably well placed to withstand a conventional downturn.
While the stress tests were perhaps too soft, they have provided a line in the sand. The European banking system appears reasonably well placed to withstand a conventional downturn.
UK second-quarter GDP grew at fastest pace in four years
European equities rose last week as encouraging earnings reports and economic news overshadowed uncertainty about the results of the EU stress test, which were published after markets had closed.
European equities rose last week as encouraging earnings reports and economic news overshadowed uncertainty about the results of the EU stress test, which were published after markets had closed.
Health report: China’s recovery remains solid
Henderson think that moderating growth is inevitable since China is rebalancing its economy towards a more sustainable level after aggressive stimulus. June economic data suggest that China’s economy...
Henderson think that moderating growth is inevitable since China is rebalancing its economy towards a more sustainable level after aggressive stimulus. June economic data suggest that China’s economy...
Profits and politics to shape US growth
Moderate GDP growth amid uncertainty over policy changes complicates the economic outlook for the remainder of 2010.
Moderate GDP growth amid uncertainty over policy changes complicates the economic outlook for the remainder of 2010.
Valuations' safety margin
Double-dips are rare. Since 1884 there have been only 3 recessions out of 38 that qualify. Equity valuations offer a sufficient safety margin for any secondary slowdowns.
Double-dips are rare. Since 1884 there have been only 3 recessions out of 38 that qualify. Equity valuations offer a sufficient safety margin for any secondary slowdowns.
European banks stress tests
There were some market criticisms about the European Banks stress test exercise. Market analysts suggested that the testing was not very rigorous with the tests set in such a way that most of them wou...
There were some market criticisms about the European Banks stress test exercise. Market analysts suggested that the testing was not very rigorous with the tests set in such a way that most of them wou...
