Beyond Bulls & Bears

What’s Next for European Monetary Policy?
Fixed Income

What’s Next for European Monetary Policy?

David Zahn, Head of European Fixed Income, shares his macroeconomic outlook for the region. He weighs in on why the European Central Bank (ECB) could remain accommodative.

The Underappreciated Story: How Brexit Threatens to Shift the Balance of Power in the EU
Fixed Income

The Underappreciated Story: How Brexit Threatens to Shift the Balance of Power in the EU

“We think the United Kingdom’s departure from the EU may start to show up differences of attitude among different factions within the trading bloc. And, it may bring about a switch in the balance of power in the European Parliament.” David Zahn, Head of European Fixed Income.

Putting Europe’s Growing Bond Market into Perspective

Putting Europe’s Growing Bond Market into Perspective

We share the widespread expectation the volatility that we’ve seen in recent months will continue for some time to come and that is why we expect the ECB to provide more easing, probably by extending its QE programme yet further.