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
Assessing the impact of financial rules on UK businesses
Possible outcomes examined
How have they performed this summer?
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....
Economy to thrive despite global risks
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.
Sector seen recent underperformance
Hope amid trade war and Brexit concerns
'New phase' in transatlantic relations
Wants three-part Brexit
Stronger balance sheets than producers
Gold prices set to soar