Europe

Head of European equity group

The events of 2016 have already altered the shape of traditional distribution curves of potential political outcomes, widening the tail of unexpected outcomes and making politics increasingly relevant to financial markets, according to Allianz Global...

Plans to roll out own global equity solutions in 2017

Particuarly bullish on financials

Macro volatility

Within Luxembourg range

Mark Pignatelli, partner at Comeragh Capital LLP, talks to Lawrence Gosling about the possible implications for European companies of the Brexit vote and political upheaval.

Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.

It is easy to get lost in the many headlines proclaiming impending doom for Italy's banking system (especially following the 'no' vote in the constitutional referendum), or in the complex details of state aid and debt burden sharing.

This year has not been a good one for economists trying to delineate the fortunes of the UK economy. 2017 could be worse.