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Eurozone


For Investors, Uncertainty Reigns
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Investment professionals have had ample reason to reach for the antacid in the past week.

Weekend Reads for Global Investors: What’s Next for Greece?
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By the time you read this, we should know if the European finance ministers reached a deal Thursday to address the Greece situation. Either way, most believe that the "Greek tragedy" is unlikely to have a happy ending. And this situation bears watching because the end game will have significant implications for Greece, Europe, and the rest of the world.

Martin Wolf on the Eurozone, the ECB, and General Investment Woes
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Gustavo Teruel, CFA, recently spoke with Martin Wolf of the Financial Times about his latest book, recent developments in the eurozone, and the global investing outlook more generally.

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.

Turning Points: Taper Strikes Emerging Markets
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The Fed continues with its second "installment" of the taper, reducing monetary easing from a total of $85 billion per month two months ago, to a "mere" $65 billion per month in February of 2014. This is the taper heard round the world.

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).