TwentyFour's Mark Holman analyses opportunities in the European RMBS sector, citing rare yield opportunities following a strong market rally
When asked why he robbed banks, the notorious American robber Willie Sutton is reported to have said: "Because that's where the money is." In a similar fashion, many European companies, frustrated by the limited opportunities at home, have gone global...
Gartmore's Roger Guy and Guillaume Rambourg are positive on the medium term outlook for European equities, identifying cyclicals as one of the key beneficiaries of any rise in markets.
British pride has taken a knock recently as both Germany and France this month reported their economies had expanded for the second consecutive quarter. Britain is pinning its hopes on the Q4 of 2009 bringing an end to its recession.
I share the view of many people that the huge financial stimulus has overcome the danger of a re-run of the Great Depression. Unprecedented government action across the world has triggered a turnaround in investors' fortunes. Led by Germany and France,...
Eastern Europe has witnessed momentous changes since the fall of the Berlin Wall 20 years ago.
The fall of the Berlin Wall 20 years ago marked the end of the crude and utopian communist experiment that divided Europe for over four decades.
The European equity market rally shows no signs of abating. Bulls are in the ascendency, with their appetite for risk sending stock indices to new highs for the year in September. Banks have led the charge, as a number of lenders reported excellent quarterly...
Take a moment, investors, to mark the fall 20 years ago of the Berlin Wall - a visible, tangible end to an era, delivered in a few short episodes of confusing, inspiring, gut-wrenching events. The so-called experts fell silent, while the masses gained...
European Opps manager felt too much was being discounted on the downside