European Central Bank

Geopolitics

The Biden effect: Dalio on market reaction to US election outcome

A Biden fiscal and economic stimulus reform would involve raising company and capital gains taxes, but it would also involve raising deficits to spend more, a-la Franklin Roosevelt in 1933, an approach that could turn out to be more positive for financial markets, Bridgewater Associates founder Ray Dalio points out.

Matthew SmithSeptember 9, 2020

Investment strategy

Bridgewater says US, UK close to deploying MP3

Bob Prince said the Federal Reserve and the Bank of England are “just one downturn away” from being forced to deploy what the world’s largest hedge fund refers to as monetary policy three.

Sarah JonesDecember 4, 2019

Hedge Funds

Watch for populism’s impact but don’t fear it

There are two reasons to stay calm and take a more balanced investment approach toward the populist movement: democracy and capitalism.

Tony CrescenziApril 10, 2017

Hedge Funds

Opportunities in Europe

Investors and academics agree that political developments in Greece are important because they may shape how financial markets will respond to future political situations in the Eurozone. But according to Olivier Rousseau, the executive director of the FFR, the French pension reserve fund, there is more hype outside of the Eurozone on the implications of […]

Amanda WhiteJuly 13, 2015

CMSF

Siguler Guff boss upbeat on global opportunity

The world economy will grow this year and there will be positive GDP growth most likely next year, says George Siguler, managing director and founder partner of private equity investment firm, Siguler Guff. Speaking ahead of his appearance at the Conference of the Major Superannuation Funds (CMSF) in Brisbane this week, Siguler said there are […]

Amal AwadMarch 18, 2013

Roundtables

Investors divided by volatility

The critical political, social and economic circumstances in Europe are top of mind for many investors. Last month Conexus Financial, publisher of Investment Magazine, hosted a group of Australia’s leading investors to discuss the opportunities in European distressed debt. Investors were joined by guest Sir David Cooksey, former board member of the Bank of England, […]

Amanda WhiteJanuary 29, 2013