Inflows over August and July
Who would have thought 12 months ago that Europe would have become the destination of choice for investors in 2017? What has changed?
Less constrained by global macro risk
Italy remains a risk
Netherlands says 'stop' to wrong kind of populism
Beginning of a round of European elections this year
An 'intriguing' subplot to Brexit
Volatility in elections year
Seen no corporate earnings growth since 2011
Marine Le Pen could win French election
Investors are getting increasingly jittery about Europe. Political risk is ratcheting up as elections in the Netherlands, France and Germany over the coming months have the potential to threaten the very existence of the European Union and cause ructions...
Le Pen the biggest headwind
High correlation between political risk and volatile markets
'Traditional asset classes cannot be relied upon to provide enough diversification in multi-asset portfolios'
Fund managers from Investment Week's Alternatives Breakfast Briefing discuss how their varied strategies can help clients against a challenging market backdrop.
Three key elections ahead
Equities climbing 'wall of worry'
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...
Gallery of key events
After Donald Trump's win, the cynic might begin to wonder what it will take to shock equity investors into a full-blown sell-off.