The latest on the UK's life outside the EU
While new coronavirus cases are plateauing, although not yet declining significantly, countries in Europe are beginning to judge the economic pain wreaked by Covid-19 containment measures to be worse than the infection itself and are shifting focus slowly...
A new beginning for Europe?
Change completed last week
European equities have declined 26% during 2020 owing to the rapid spread of the Covid-19 pandemic. Consequently, economic activity indices have declined to multi-year lows.
Two decades of growth
Manager Russell Champion backs his style-agnostic approach
Investors are grappling with the huge uncertainty caused by the global Covid-19 pandemic. The human and economic impact has been dramatic, both in its magnitude and in its velocity.
Investors could be forgiven for thinking that nowhere is an immediately appealing prospect for investment right now, least of all Europe.
Strong capital ratios despite challenging share prices
European economic data has been largely positive.
Despite investor expectations to the contrary, 2019 proved to be a remarkable year for equity investors, with MSCI World's 28% annual return being the second highest in 30 years.
Tenpin, emerging markets and Alphabet
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
Property and tech expected to boom
Three reasons why payments 'status quo' will not last
Five managers assess potential headwinds and tailwinds
Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...
Value stocks present 'rich stream of alpha'
The European energy sector has underperformed the broader European market over the past three years by 3.4% on an annualised basis.
In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
What stories made waves last year?
Watchdog launches consultation
Senior fund managers and economists discuss biggest headwinds and tailwinds