Asset Allocation Outlook Building Resiliency Amid Uncertainty We are focused on positioning multi-asset allocation portfolios to withstand a wide range of potential economic outcomes, and we see select opportunities for active investors. Read More
Asset Allocation Outlook Building Resiliency Amid Uncertainty We are focused on positioning multi-asset allocation portfolios to withstand a wide range of potential economic outcomes, and we see select opportunities for active investors. Read More
Filter By: Section European Perspectives Experts BMPT Clear Andrew Bosomworth Head of Portfolio Management, Germany Nicola Mai Portfolio Manager, Sovereign Credit Analyst Lorenzo Pagani Head of European Government Bond Portfolio Management Eve Tournier Head of European Credit Portfolio Management Order By Alphabetical Most Recent
European Perspectives Follow the ECB Compass We expect forthcoming European Central Bank stimulus measures to be broadly supportive for European credit.
European Perspectives Will Russia Derail the Eurozone Recovery? Geopolitical headwinds and the macro environment may finally push the ECB to embark on quantitative easing to stimulate growth.
European Perspectives Strengthening the Euro’s Governance Structure Monetary policy has its limits. Strategies for the future of the euro – including deeper political and fiscal integration – are needed for it to endure.
European Perspectives Europe, ‘Not Too Hot, Not Too Cold’ Sweet Spot for Credit Investors European credit market is increasingly attractive to fixed income investors faced with a potential interest rate rise in other developed economies.
European Perspectives 2014: A Transition Year - Back to Fundamentals Europe is experiencing yet another regime shift in financial markets.
