Europe
Raymond James' Chris Bailey on earnings in Europe
Political concerns remain
Morningstar's five unloved investment opportunities
Improving portfolio diversification
Brexit blog: Firms and regulators formulate plans as transition deal agreed
Latest news and analysis
EU regulators issue market risk warnings on Brexit and cyber-security
Cyber-security is an 'escalating threat'
Polar Capital's Nick Davis on opportunities in European income
Less scope for markets to get more expensive
European large-cap ETFs suffer in March amid worsening macro environment
Data from TrackInsight
Where are the value plays in Europe?
European indices approaching historic peak levels
Investment Conundrums: Tilney's Godding - Italian political risk persists
Could result in significant amount of disruption for markets
Richard Buxton's countdown to Brexit: One year to go...
Difficulties remain while negotiating exit
Gallery: Four contrarian fund ideas as Brexit negotiations reach the halfway mark
Marking first anniversary of Article 50 being triggered
Why Eurozone equities are well placed to make gains on their global peers
Headwind from euro strength should abate
Taking the pulse of the global economy: Corporate confidence, Brexit and taking ESG seriously
Top-down macro research
Aberdeen Standard Investments to launch €1bn private equity fund in joint venture
Joined with 21 Partners
Is there 'too much goodness' priced into European markets?
Euro a headwind
Investors eye safe havens fearing Trump's 'gunboat diplomacy' could lead to global trade war
President proposed tariffs on steel
How wil the ECB's tapering mindset impact different sectors?
Since the end of 2007, European equities have underperformed US equities by 63% on a real total return basis (in local currency terms).
'Political risk is back roaring': Managers warn election result is 'bad news' for Italy
Hung parliament most likely result
GAM's Gallagher: Brexit is not a significant risk for Europe
Asymmetric risk for UK
Will flows into Europe re-accelerate in H2 2018?
European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.
Italian Elections 2018: 'The country is a euro-killer'
Country goes to polls on 4 March
'Physical retail is not dead': The stores emerging from the High Street 'bloodbath'
2017 was another bloodbath for the high street. In the UK alone, more than 8,000 stores closed and a handful of household names, such as Toys R Us, filed for bankruptcy.
Janus Henderson's Bennett: We are 'reaching a crescendo' for growth style
Tilting portfolio towards value
GAM's Gallagher: The best stockmarket returns are not behind us
2017 marked another strong year for European equities, with the MSCI Europe index providing a total return of 11% and the MSCI Europe ex-UK index providing a total return of 12% in euro terms.
Industry Voice: Europe: Is 2018 a year of recovery?
At T. Rowe Price, we believe the European economy is enjoying strong fundamentals. Growth should continue in 2018, providing support for both equity and bond markets. But given lingering political risks, potentially tighter monetary policy and elevated...
