From Insight Investment Management (Global) Limited Comment from Andy Cawker, Head of Specialist Equities: “For the first time in a while we have a small negative beta position. There are various indicators that suggest we remain in an environment that favours high quality defensive stocks and those that can withstand falling markets, in spite of […] Read more »
The Bank of Japan Goes All In According To Insight Investment
From Insight Investment The Bank of Japan (BoJ) announced on 31 October that it would dramatically increase the scale of its quantitative easing (QE) programme. Passed by a majority 5-4 vote of the BoJ’s Policy Board, it announced the intention to purchase ¥80 trillion (£440bn) of Japanese government bonds a year, marking an increase […] Read more »