quantitative easing (QE)

(Oct 9): Our research, which looks at episodes of rising rates since 1970, suggests income-producing assets do not perform as investors might expect.

(Aug 16): Leading central banks now hold as much as 20% of government debt. This goes to show the scale of challenge to come in unwinding unprecedented stimulus measures deployed over the past decade, according to The Financial Times.

(Aug 14): There has been quite a bit of talk and concern surrounding the US Federal Reserve’s rate hikes and their potential negative impact on equity markets. I believe these concerns are misplaced.

SINGAPORE (Aug 11): Forget the US Federal Reserve’s rate hikes. There is far more to be feared from the imminent reversal of quantitative easing (QE) by both the Fed and the European Central Bank (ECB).

SINGAPORE (Nov 24): With Donald Trump headed to the White House, Schroder’s Marcus Brookes now expects his presidential policies to pile on further price pressure, otherwise known as the ‘Trumpflation’ effect.