Subject to strict EU regulation
Unattractive sector recently
'Everybody hates it'
Sitting at depressed levels
Niall Gallagher, investment director of European equities at GAM, talks to Lawrence Gosling about how the macro outlook for Europe is the strongest he has seen for some time.
European markets set for six month bull run
As we begin 2017, the technical picture for the European market is encouraging having recently entered an uptrend. Levels of corporate aggression are relatively low, which is a further positive.
Three key elections ahead
Mike Della Vedova, portfolio manager of the T. Rowe Price European High Yield Bond fund, names five key metrics in the European high yield universe this year.
Managers To Watch: JPMAM's Malcolm Smith on how solutions, not star managers, will drive the industry
Head of European equity group
The events of 2016 have already altered the shape of traditional distribution curves of potential political outcomes, widening the tail of unexpected outcomes and making politics increasingly relevant to financial markets, according to Allianz Global...
Plans to roll out own global equity solutions in 2017
Particuarly bullish on financials
Within Luxembourg range
Mark Pignatelli, partner at Comeragh Capital LLP, talks to Lawrence Gosling about the possible implications for European companies of the Brexit vote and political upheaval.
Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.
It is easy to get lost in the many headlines proclaiming impending doom for Italy's banking system (especially following the 'no' vote in the constitutional referendum), or in the complex details of state aid and debt burden sharing.
This year has not been a good one for economists trying to delineate the fortunes of the UK economy. 2017 could be worse.
Fund managers have warned of short-term volatility following Italy's vote against constitutional reform in this weekend's referendum, which they say could "exert a baleful influence" on the country's struggling banking sector.
The euro fell to levels last seen in March 2015 last night as Italian Prime Minister Matteo Renzi said he would resign after suffering a worse defeat than expected in the country's referendum on constitutional reform.
For over two decades, the pace of Italy's economic growth has lagged that of its major continental peers, writes LGIM's Justin Onuekwusi.
Despite political upheavals, the current environment of low growth and low interest rates should be broadly positive for equities in Europe.