Editor, Investment Strategy. Europe, Middle East and Africa, London
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Nov 18, 2013

Pioneer says markets underpricing euro political risk

LONDON (Reuters) – Financial markets are underestimating the risk of mounting support for anti-euro parties within the single currency bloc and betting against French government bonds may be one way to hedge against it, Pioneer Investments said.

Pioneer’s Chief Investment Officer Giordano Lombardo told the Reuters Global Investment Outlook Summit on Monday that 2014 still looked pretty benign for equity markets, with single-digit gains likely in the big developed markets as economic growth gained traction.

Oct 30, 2013

Global liquidity swell to spill into 2014

LONDON, Oct 30 (Reuters) – After a bone-dry summer, world
markets seem awash with cash again and it looks like spilling
into 2014.

Even though the U.S. Federal Reserve has kept its $85
billion-a-month of bond buying constant throughout, fevered
speculation surrounding its easy money spigot has by itself
dictated the massive ebb and flow of liquidity seen this year.

Oct 30, 2013

Analysis: Global liquidity swell to spill into 2014

LONDON (Reuters) – After a bone-dry summer, world markets seem awash with cash again and it looks like spilling into 2014.

Even though the U.S. Federal Reserve has kept its $85 billion-a-month of bond buying constant throughout, fevered speculation surrounding its easy money spigot has by itself dictated the massive ebb and flow of liquidity seen this year.

Oct 16, 2013

Dollar, default and Bretton Woods III

LONDON (Reuters) – As the dust settles on the global credit crisis, a new world financial order may be emerging – but one possibly more dependent than ever on the United States protecting the dollar’s position as dominant reserve currency.

Odd as that may seem against a backdrop of Washington toying with a sovereign debt default, some economists feel there may be few other credible options.

Oct 16, 2013

Analysis – Dollar, default and Bretton Woods III

LONDON (Reuters) – As the dust settles on the global credit crisis, a new world financial order may be emerging – but one possibly more dependent than ever on the United States protecting the dollar’s position as dominant reserve currency.

Odd as that may seem against a backdrop of Washington toying with a sovereign debt default, some economists feel there may be few other credible options.

Oct 2, 2013

Holding nerve on 2013′s big rotations

LONDON (Reuters) – Three down, one to go. With the final quarter of 2013 now underway, global investors have watched all but one of the year’s four dominant and lucrative themes play out with gusto. And their instinct appears to be to see out the year with all of them intact.

So far, 2013 has been defined by three big ‘rotations’ – from equity to bonds, from emerging markets to developed equities and more latterly a tilt from U.S. to European stocks.

Oct 2, 2013

Analysis: Holding nerve on 2013′s big rotations

LONDON (Reuters) – Three down, one to go.

With the final quarter of 2013 now underway, global investors have watched all but one of the year’s four dominant and lucrative themes play out with gusto. And their instinct appears to be to see out the year with all of them intact.

So far, 2013 has been defined by three big ‘rotations’ – from equity to bonds, from emerging markets to developed equities and more latterly a tilt from U.S. to European stocks.

Sep 18, 2013

Ageing could weaken central banks, spur rate volatility

LONDON (Reuters) – Not unlike the ageing public – central banks will have to work harder as their economies grey and greater interest rate volatility over time may well be the outcome.

Monetary policymakers around the globe are already preparing households and businesses for the likely end of the present super-low interest rate era over the years ahead.

Sep 18, 2013

Analysis: Ageing could weaken central banks, spur rate volatility

LONDON (Reuters) – Not unlike the ageing public – central banks will have to work harder as their economies grey and greater interest rate volatility over time may well be the outcome.

Monetary policymakers around the globe are already preparing households and businesses for the likely end of the present super-low interest rate era over the years ahead.

Sep 17, 2013
    • 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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