Equities looking attractive amid collapse of the euro

EUROPE

clock

The predominant theme in financial markets is the sovereign credit crisis in peripheral Europe, accompanied by the collapse of the euro against other major currencies.

This is putting significant pressure not only on European equities, but on other asset classes as well. Politicians are under pressure to restore confidence but are faced with the dilemma of implementing austerity measures and reducing debt levels without threatening the economic recovery. Investors’ risk-appetite is collapsing. Global investors seem close to capitulating on European equities, as illustrated by their record low allocation to the old continent. Admittedly, headline newsflow is dull and short-term solutions to structural problems are not yet on the horizon. In spite of ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Europe

MainStreet Partners' Daniele Cat Berro: Europe's good intentions and poor execution

MainStreet Partners' Daniele Cat Berro: Europe's good intentions and poor execution

'Chronic slowness' undermining efforts

Daniele Cat Berro
clock 03 July 2025 • 4 min read
Eurozone inflation rises to 2% in June

Eurozone inflation rises to 2% in June

Up from 1.9% in May

Sorin Dojan
clock 01 July 2025 • 2 min read
Disinflation drives ECB rate cut but investors warn of limited space for further trims

Disinflation drives ECB rate cut but investors warn of limited space for further trims

25bps cut

Sorin Dojan
clock 05 June 2025 • 2 min read
Trustpilot