Europe, currency moves and inflation expectations – the shifts and the shocks
January was an eventful month in the markets. Front and centre was the European Central Bank (ECB) which expanded its asset purchase to include sovereign bonds amidst plummeting oil prices and inflation expectations, as well as a heavy dose of returning political uncertainty in Greece.
Join William Hobbs, Head of Equity Strategy, as he explores these key market events and asks Rupert Howard, Senior Portfolio Manager, what this meant at a portfolio level.
Download the graphs referred to [PDF, 40KB]