ECB likely to be more impactful for markets than Federal Reserve in the months ahead
With the European economy in its strongest recovery since 2010 and European earnings expected to rise at a solid double-digit pace in 2017, the future for European equities looks bright. Europe is currently our preferred spot in global financial markets from an asset allocation perspective.
Newfangled companies are appearing and developing a global presence almost overnight. They are omnipresent and you almost forget that in many cases, these companies, including Facebook (2004), Spotify (2006), Airbnb (2008), Uber (2009), Snapchat (2011) and Alibaba (1999), were founded no more than a decade ago
Trump’s first 100 days in office may have acted as a fillip for global equity returns , but this most unconventional of US presidents will need to roll up his sleeves and deliver on some of his promised tax and regulatory reforms to maintain positive momentum, says Stephen Mitchell, Head of Strategy, Global Equities at Jupiter Asset Management.
In reaction to the Bank of England (BoE) Monetary Policy Committee (MPC) meeting and publication of its inflation report today, Michael Metcalfe, global head of macro strategy at State Street Global Markets, and Alan Wilson, senior investment manager of active fixed income at State Street Global Advisors offer their views.