At this week’s policy meeting, the European Central Bank (ECB) set a tone of ‘dovish hawkishness’. Andrew Mulliner, Portfolio Manager within the Janus Henderson Fixed Income Investment Strategy Group, provides his reaction. The ECB managed to deliver both a hawkish shift, and maintain a dovish stance, at its meeting this… Read More »
After an extended period of calm and buoyant markets, February was a bit of a wake up call to investors as markets sold off and volatility surged to levels not seen since crisis times. This spike in volatility, coming during a socalled “Goldilocks” period of strong growth and modest inflation,… Read More »
Indosuez Wealth Management, the global wealth management brand of the Crédit Agricole Group, and Capgemini today announced their intent to join forces to develop a unique technology and banking operations platform. The new offering will be developed on the framework of S2i, the existing Crédit Agricole Private Banking Services (CA-PBS)… Read More »
In reaction to today’s European Central Bank (ECB) Monetary Policy Committee (MPC) meeting, Timothy Graf, head of macro strategy for EMEA at State Street Global Markets; Brendan Lardner, active fixed income portfolio manager at State Street Global Advisors; and Antoine Lesné, head of EMEA strategy and research for SPDR ETFs… Read More »
Neural Technologies, a leading provider of revenue management and digital integration solutions, has been presented with a Certificate of Recognition at the Globe Telecom’s Annual Information Systems Group Awards. The award was given for the exceptional support it gave Globe Telecom in its Open APIs for the Vibrant IoT Ecosystem… Read More »
Today Ocado Technology (the technology division of Ocado, the world’s largest online only supermarket) is revealing the world’s first AI-based fraud detection system for online grocery purchases. The new system relies on an advanced machine learning algorithm developed by Ocado Technology using TensorFlow and the power of Google Cloud. The… Read More »
Macroeconomic indicators continue to improve, and latest business surveys – while pulling back from January’s high levels – signal robust economic activity. Taking the latest PMIs – which decreased slightly in February – levels point to a strong GDP growth rate this quarter (+0.8% QoQ). We are not as optimistic,… Read More »
With no easy path to government formation, repeat elections remain a possibility. A prolonged period of political uncertainty could harm Italian banks’ effort to dispose of bad assets and raise equity in the medium term if needed, says Scope Ratings. Equity and credit of listed Italian banks as well as… Read More »
Luxottica Group S.p.A. (MTA: LUX), a leader in the design, manufacture, distribution and sale of fashion, luxury and sports eyewear, announced the acquisition of a 67% stake in Fukui Megane Co. Ltd, one of the leading manufacturers in the eyewear district of Fukui specialized in the production of titanium and… Read More »
Three immediate comments1 – The outcome is clearly in favor of populism with the 5S movement at 34%, Lega (former Northern League) at 16% and Brothers of Italy at 4%.2 – Democratic parties that used to govern in the past are out of the picture. Forza Italia (Silvio Berlusconi) was… Read More »
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