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Eurozone


What Is Next for Bond Yields?
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Steven Major, CFA, global head of fixed-income research at HSBC, explained that a year ago his team was criticised for predicting long term government yields 1% lower than market consensus. He wished he had been wrong, but today, the term premium on long-end US bonds is negative.

Private Wealth Report Shows Surprising Results for Europe’s Investors
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A recent report shows that the crisis in Europe has created opportunities for private wealth clients and the financial professionals who manage their assets.

Checking Assumptions and Challenging Mindsets: A Crucial Investment Strategy
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If we truly aim to serve clients and our societies to the full, prudence guides us to check the assumptions and challenge the mindsets we instinctively rely on.

Take 15: Can Germany Save the Eurozone? (Video)
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Kai A. Konrad, director at the Max Planck Institute for Tax Law and Public Finance, shares his views on the eurozone including why Germany may not have the economic force necessary to save the eurozone.

J.P. Morgan Strategist: World More Balanced Despite Policymaker Actions, Not Because of Them
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The route to recovery in Europe is so long that there will be plenty of growth opportunities to be captured by investors along the way, says David Kelly, CFA.

ECB’s Yves Mersch: Newfound Calm in European Markets Reflects Credibility of Reform Effort
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In the closing keynote address, Mersch sought to explain how recent policy initiatives have addressed problems brought about by the original design flaws of European monetary union (EMU).

Prospects for the Eurozone: It Won’t Be Germany to the Rescue
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Kai Konrad painted a picture of troubled states increasingly doubtful of the European Union, warning “don’t expect much from Germany.”

Prospects for the Eurozone: It Won’t Be Germany to the Rescue

Kai Konrad painted a picture of troubled states increasingly doubtful of the EU, warning “don’t expect much from Germany.”

“Heart Breaking” and the Future of the Eurozone: Kai A. Konrad on European Convergence
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Kai A. Konrad’s work studying political economy and public economics has given him some unique insights into the ways that individuals and groups interact to achieve their desired objectives.

One Year Later, Has the German Bubble Grown?
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A look at the risks that have been building in advance of the Deutsche Bundesbank’s warning about property bubbles, and what they mean for the eurozone.