LONDON (Reuters) – Top investment managers expect further monetary easing from the European Central Bank in 2014 to support the euro zone economy at a time when the Federal Reserve is set to withdraw stimulus in the United States.
Participants in the Reuters Global Investment Outlook Summit – who collectively manage assets of over $2.6 trillion – said the ECB was unlikely to use Fed-style quantitative easing.
LONDON, Nov 19 (Reuters) – Benchmark U.S. Treasury yields
could reach 5 percent within two years as the Fed withdraws
stimulus, while equities and liquid credit markets will struggle
to deliver bumper gains again in 2014, hedge fund Cheyne Capital
With most major asset classes at fair valuations, private
credit products that offer direct lending to companies and for
property deals are attractive with expected annual returns in
double digit figures, Cheyne’s CIO Chris Goekjian said.