Europe

The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.

Proposals for new 'mini-BOTs' mooted

While macroeconomic concerns remain, the outlook for European equities is now more positive than a year ago.

Greater issues at play in Europe

Despite some emerging evidence that Europe's economic prospects may be stabilising, the direction of the region's equity markets remains determined by extraneous factors, notably the progress of ongoing US-China trade negotiations.

Brexit and US-China tensions still to deal with

Preparing for a soft or hard exit

Which funds made the cut?

'Boring' investors pay off in the long run

Which countries will perform well?