9th September 2011

BNY Mellon: Is now the time to let Greece slip away?

Is now the time to let Greece slip away?

• We believe Europe remains the biggest risk to the global economy, says Newton’s Paul Brain
• Greece’s departure from the euro seems inevitable; it’s now a question of timing
• Events in the Eurozone seem to be coming to a head, and Newton’s fixed income portfolios are positioned accordingly

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South American giant surprises investors with an unexpected interest rate cut

• There should be a reduction in inflationary expectations over the next year, says Standish’s Kozhemiakin
• Most emerging market central banks have returned to a holding pattern over the past month
• An emerging market recession seems unlikely over the coming 12 months

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