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...“The Fed is now having to shoulder more of the burdens of economic management, given the impasse in Washington,” said Larry Hatheway, co-founder of Jackson Hole Economics, a private research firm....
...Mr Hatheway said: “It will take far more uncertainty and disruption for the ECB or the Fed to validate current expectations. Investors may have to learn that the hard way.”...
...“It’s on my list of things to worry about, but it’s a long list,” Mr Hatheway at Gam said. “It’s hard to get overly worried about global growth right now.”...
...“Everything that went right in 2017 now at least has a question mark around it,” said Larry Hatheway, chief economist at GAM....
...“They have been perturbed that it has drifted up from the central point of the corridor,” said Larry Hatheway, chief economist at Gam, a Swiss asset manager....
...This could have significant implications for a lot of investors that depend on bonds and stocks to counteract each other, warns Larry Hatheway, chief economist and head of investment solutions at Gam, an...
...“It all feels a little bit euphoric,” said Larry Hatheway, chief economist at GAM, the investment group....
...But Larry Hatheway, chief economist at GAM, the Swiss asset manager, expects a key development in 2018 will be the “potential advent of accelerating inflation”....
...While there is clearly “nervousness” in markets about the outlook, the decline in inflation expectations has been a bigger factor in the yield curve deflation, Mr Hatheway argues....
...Larry Hatheway, chief economist at GAM, which oversees $130bn of assets, said: “In more and more parts of the world the economy has reached a stage where this extraordinary monetary policy is no longer warranted...
...Bond yields and the buck are both set to keep climbing, according to Larry Hatheway, chief economist at GAM....
...Larry Hatheway, chief economist at GAM, says: “It’s a fairly modest amount that will be allowed to roll off, and it’s pretty well-telegraphed....
...Larry Hatheway, chief economist at GAM, said the currency had been “oversold”, and at publication time on Monday, it had rallied a further 0.8 per cent....
...Larry Hatheway is group head of multi asset portfolio solutions and chief economist at GAM...
...Remember the debt passive funds owe active managers Larry Hatheway, group head of multi-asset portfolio solutions and chief economist at GAM, conceded that active fund managers are struggling, but argued...
...“The rise in bond yields is challenging,” says Larry Hatheway, chief economist at GAM. “But it should be noted that these economies are subject to more than one sort of pressure....
...“The simple explanation is that investors are worried the European project could unravel,” said Larry Hatheway at GAM. “If the UK leaves, who might follow?”...
...Larry Hatheway, chief economist at GAM, says: Intra-day volatility in sterling, European equities and selected other asset classes has approached or even exceeded that seen during the most turbulent episodes...
...Larry Hatheway, chief economist at GAM said: “The primary near-term driver of market volatility will be portfolio repositioning and risk management, not high-conviction fundamentals-based trading....
...The problem, says Larry Hatheway, chief economist at asset managers GAM, is that both the GDP data and recent corporate results are based largely on the period before the referendum....
...“The key question is whether risk assets — and in particular global equities — can maintain their strong momentum,” said Larry Hatheway, head of multi-asset portfolios at GAM....
...However, Larry Hatheway, economist at asset managers GAM, says “the most plausible explanations [for the weak sterling] are a slowing of long-term inflows related to political and policy uncertainty and...
...Larry Hatheway, chief economist at asset mangers GAM, says: “One can certainly imagine M&A somewhere down the road given the attractive prices for foreigners of UK assets, but it does feel like it is further...
...overshooting and we are not persuaded that the dollar has entered a prolonged period of weakness, even if short-term re-positioning and momentum trading might push it a bit further in the short term,” said Larry Hatheway...
...There aren’t any, says Larry Hatheway at GAM: “The choice facing investors is choosing the least unattractive offerings.”...
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