Europe
Why Europe is well set for a rotation into value stocks
After a strong 2017, the first half of this year has seen increased volatility in world markets, as monetary policy tightens and political events elicit caution. World growth is expected to remain robust, but with downward revisions for the next two years....
Brexit blog: Pro-Brexit MPs to lay out plans for no-deal scenario
Latest news and analysis
Kames Capital CIO Jones: My letter to a worried investor
Economy to thrive despite global risks
What aspect of QE will have the biggest impact on markets?
European credit markets were hit this year by the rise in global trade tensions, a sudden spark in equity volatility and further political risks in Europe, mainly Italy.
Which European sector is LGIM's Launder reconsidering?
Sector seen recent underperformance
EU-Japan landmark trade deal: Opportunities and challenges
Hope amid trade war and Brexit concerns
European stocks jump as US and EU agree to work towards 'zero' tariffs
'New phase' in transatlantic relations
PIMFA warns of 'expensive and disruptive' no-deal Brexit
Wants three-part Brexit
Why oil services firms are the best play on the oil price
Stronger balance sheets than producers
The Share Centre: What should investors be wary of in H2 2018?
Gold prices set to soar
Investment Conundrums: Fiera Capital's CIO François Bourdon on why the next decade will be make or break for eurozone
'Protectionist wave' big risk
The drivers of Russia's economic recovery
While the recent unpredictable geopolitical news flow has created challenges within Russia, it has served to mask a wealth of investment potential.
BMO GAM's Webster cuts holdings on European Growth & Income fund
Competition with passives
RWC merges Europe Absolute Alpha into Clapp's Pensato fund
Economies of scale
BoE clashes with European Commission on Brexit transition
Failure to layout framework for temporary permissions regime
EFAMA director general De Proft to step down after 11 years
Will remain an honorary director general
Two years on from the Brexit referendum, how has the UK economy fared?
Assessing the impact of the vote
IA members outline key Brexit priorities two years on from EU referendum
UK still negotiating details of withdrawal agreement
Brexit anniversary: How have the major asset classes fared since the Brexit vote?
Assessing the UK's financial health since 2016
Assessing the longer-term risks stemming from public sector indebtedness
Eurozone inflation eased back to a rate of just 1.1% in February. As in the US, there is some indication of a modest pick-up in wage growth, and this has in the past been closely associated with the rate of inflation in the service sector.
FCA Conference: Action on PRIIPs and MiFID II, Brexit frustrations and the rise of passives
'Take this very seriously'
Kames Capital's 2018 Debt World Cup: How do the top teams stack up when it comes to their bonds?
Financial performance in focus
The biggest monetary experiment in history is coming to an end
Monetary policy killed the market-based economy
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