Eurozone inflation eased back to a rate of just 1.1% in February. As in the US, there is some indication of a modest pick-up in wage growth, and this has in the past been closely associated with the rate of inflation in the service sector.
'Take this very seriously'
Financial performance in focus
Monetary policy killed the market-based economy
Fell 15.6 percentage points
Comment by Janet Mui
Decision on Thursday
We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.
Exporters to perform well
Is the best behind us?
'We should now call this a crisis': Italian bond yields surge to highest since 2012 amid snap election fears
Government bond yields soar
"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."
Overseas investors returning
Investors say they will continue to buy high yield bonds despite perceived risk
Tom O’Hara and Tom Lemaigre join from Exane BNP Paribas and RWC Partners respectively
Expectations of a 'soft Brexit'
Managed by head of European equities Michael Clements
For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.
Political concerns remain
Improving portfolio diversification
Cyber-security is an 'escalating threat'
Less scope for markets to get more expensive