Tag : euro

Deteriorating economic conditions will force a resolution to the eurozone crisis, but US growth will slow next year, it argues.

As events in Europe near a climax, portfolio managers in the US try to find ways to not just survive, but benefit from structural changes.

Many fund managers are betting on the demise of Europe’s single currency, but the consequences of such an outcome could dwarf the risk-management tactics of any sizeable portfolio.

The ‘other’ king of the bond world, Kenneth Leech, is still optimistic about Asia despite it assuming the burden of tighter monetary policy.

Emerging markets will suffer most from stimulus spending by the US and elsewhere, and China’s money supply is even greater than America's, says the founder of Asianomics.

Jim Walker of Asianomics argues that, due to the euro’s troubles, the renminbi is actually going to weaken against the dollar in the short term, in a last-ditch effort to sustain Chinese economic growth.

Global equities investor Alan Chua argues that value investing may be a good way of protecting against the ongoing risk of contagion stemming from sovereign debt in Europe.

Despite sovereign-debt issues and currency concerns, a period of euro weakness would benefit European companies, says Dan Ison, head of pan-European equities.

Hedging foreign-exchange exposure is currently cheap, says Christian Nolting of Deutsche Private Wealth Management, who gives his views on various currencies.

Schroders expects the euro to slide back to 1.35 against the US dollar by the end of 2008.