New regime begins in December 2019
With the European Central Bank set to stop new quantitative easing at the end of 2018 and market chatter about an interest rate increase in 2019, have prospects for the spluttering European economy and financial markets taken a turn for the worse?
The European economy has proved a major disappointment this year. Investors started 2018 full of optimism.
Outperformers of last five years likely to struggle
Many investors spend their time trying to find the next disruptor, the next Uber or Netflix. Identifying the 'Next Big Thing' can make for a very profitable investment, as those companies have shown. However, predictions can more often be wrong than right....
FTSE 100 down 1.4%
'Diminishing regulatory barriers'
Few regions have experienced as bifurcated an economic landscape as Europe over the past decade.
For many the Global Financial Crisis is a distant memory, having just seen the longest bull market in history. These extraordinary gains were achieved despite a difficult economic and political backdrop over the past decade. Recently the prospect of trade...
A new direction for Germany?
Race against time before UK-EU deadline
BlackRock head of EMEA retail Gruener: Our product launch pipeline has never been as big as this year
'It is not about active or passive'
Held position since 2000
Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
Tit-for-tat rhetoric doing little to ease tensions within bloc
Two scenarios outlined
Joined Henderson in 1986
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.
Financial milestones over the years
The election of an anti-establishment government in Italy sent investors fleeing and Italian government bonds (BTPs) witnessed record outflows earlier this year. Antonio Ruggeri, manager of the OYSTER European Corporate Bonds fund at SYZ Asset Management,...
Three new names appear on list
We meet management teams from companies across Europe and they continue to report a positive trading environment.
US in 'tightening' mode