Euro a headwind
President proposed tariffs on steel
Since the end of 2007, European equities have underperformed US equities by 63% on a real total return basis (in local currency terms).
Hung parliament most likely result
Asymmetric risk for UK
European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.
Country goes to polls on 4 March
2017 was another bloodbath for the high street. In the UK alone, more than 8,000 stores closed and a handful of household names, such as Toys R Us, filed for bankruptcy.
Tilting portfolio towards value
2017 marked another strong year for European equities, with the MSCI Europe index providing a total return of 11% and the MSCI Europe ex-UK index providing a total return of 12% in euro terms.
At T. Rowe Price, we believe the European economy is enjoying strong fundamentals. Growth should continue in 2018, providing support for both equity and bond markets. But given lingering political risks, potentially tighter monetary policy and elevated...
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Managed by Andrew Koch
There are many barometers of health for the world economy. However, none is more important than trade, writes Richard Jeffrey, chief economist at Cazenove Capital.
Sentiment towards European equities has been on the rise this year.
Four Things You Should Know
Sentiment towards European equities has been on the rise of late. As the European economy continues to recover, investors have been buoyed by sustained earnings growth and a perceived reduction in political risk.
Data from TrackInsight
For the first time in a number of years, pan-European large company corporate earnings for 2017 look set to post a double digit year-on-year advance.
Investment Week is delighted to announce the winners for this year's Investment Company of the Year Awards.
Re-elected in September