ECB

The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.

European economic data has been largely positive.

After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.

2019 was marked by US dollar appreciation

Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...

Review of monetary policy strategy

Why monetary policy has failed so far

The headwinds and tailwinds to look out for in 2020

It has been a strong showing for European equities in recent weeks, with the European Central Bank (ECB)'s policy action – and the rate cut in the US – all helping to lift shares higher.

Second instalment of our special Big Question