The great easing The “great easing” is underway, as global central banks cut rates and engage in extraordinary liquidity measures to support the global economy. The European Central Bank (ECB) has announced its new Outright Monetary Transactions (OMT) program to purchase short dated European bonds.…
BlackRock's Rick Rieder expects the bond market to focus more on alpha creation next year, but investors should watch for rising duration risk as well as ongoing troubles in Europe .
There are good opportunities in Europe if you believe that the region's political leaders will be able to hold the euro together, says Seven Investment Management's Justin Urquhart Stewart.
The EuropeanCentralBank has helped soothe short-term sovereign debt worries in Europe , but long-term competiveness must be improved for the crisis to fully fade away, says Morningstar's Dave Sekera.