What is driving volatility in European markets?
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
This is in spite of the recent German PMI hitting 44.1 (indicating contraction) and a spate of other data suggesting Europe has been affected by the wider slowdown in global growth, the hangover from US-Sino...
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Given the constant focus on what might cause equities to fall and whether now is the right time to invest, it is helpful to remember equities as an asset class have historically been more likely to deliver positive returns in any given 12-month period...
Deteriorating fundamentals are weighing on EMs
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The trends set to drive EMD returns higher
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Investing in Europe in the face of a 'looming Brexit'
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