Quotes from the news wire:
I would expect differences in fiscal stimulus to be a driving force for relative performance of currencies this year as it is directly linked to the economic recovery story.
Found on Reuters 2 years ago
We believe government bonds are overdoing it right now. That's a vote of no confidence in the Fed and its communication strategy. That's why we are not de-risking right now.
Found on Reuters 4 years ago
Of course Apple is a really big company, and having disappointed a little bit on the sales side of things, does tend to reverberate around the world in technology stocks ... but we would consider that to be just normal volatility, the Greek resolution is now largely priced into European markets, so going forward we're more focused on the European fundamentals ... which we think are very favourable, so we continue to hold European equity overweight in the back of that view.
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