Editor, Investment Strategy. Europe, Middle East and Africa, London
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May 21, 2014
May 14, 2014
May 14, 2014

Evaporating inflation may have taken pricy debt too far

LONDON (Reuters) – The prospect of years of so-called ‘low-flation’ has become so ingrained in western financial markets this year that even a hint of creeping prices could deliver quite a shock.

One of the investment surprises of 2014 so far has been the rebound in government bonds as equities and emerging markets wobbled and Ukraine-related geopolitics conjured up a safety bid in core debt holdings such as U.S. Treasuries and German bunds.

May 14, 2014

Evaporating inflation may have taken pricy debt too far

LONDON, May 14 (Reuters) – The prospect of years of
so-called ‘low-flation’ has become so ingrained in western
financial markets this year that even a hint of creeping prices
could deliver quite a shock.

One of the investment surprises of 2014 so far has been the
rebound in government bonds as equities and emerging markets
wobbled and Ukraine-related geopolitics conjured up a safety bid
in core debt holdings such as U.S. Treasuries and German bunds.

May 9, 2014
Apr 30, 2014

A volatile love affair with exchange funds and indexes

LONDON (Reuters) – The blossoming love affair with index-based investing and exchange-traded funds is sweeping aside more traditional investment management with its hefty fee premium, even if it is stoking market volatility.

The seemingly contradictory combination of cheaper fees and superior performance is proving too attractive for many savers to ignore and appears a win-win for everyone except active managers and hedge funds.

Apr 16, 2014

Bonds shine again as Great Rotation gives way to Asset Reflation

LONDON (Reuters) – Last Thursday morning investors queued around the block to buy the bonds of recent defaulter Greece, and by the end of the day were selling U.S. tech stocks furiously.

In an investment world so used to the concept of ‘risk on’ or ‘risk off’ over recent turbulent years, the behavior was puzzling. So what happened?

Apr 7, 2014
Apr 2, 2014
Apr 2, 2014
    • About Mike

      "Mike Dolan is Reuters' Investment Strategy Editor in Europe. He has been a correspondent and editor for the past 20 years, working for Reuters from London and Washington DC in a variety of roles covering global policymaking, economics and investment trends."
      Joined Reuters:
      1995
      Awards:
      Reuters Editor of the Year, 2009. Reuters multimedia journalist of the year award, 2011
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