ECB

European markets are finding no shortage of things to worry about, whether it be the travails of the banking sector, the tortuous Brexit negotiations that lie ahead or the end of the European Central Bank's quantitative easing next March.

Investors wary of a ‘peacock market’

In Europe, the European Central Bank (ECB) remains the dominant driver for yields. This year, it has been willing to extend the pace of quantitative easing (QE), add other instruments to the eligible pool, and signal new stimulus should it be warranted....

The investment approach of five managers

Potential for QE to be ended earlier than expected

Stephen Macklow-Smith, manager of the JPMorgan European investment trust, takes a closer look at the factors that could drive an encouraging earnings story on the continent.

The bonds of financial institutions, specifically the more risky ones such as Additional Tier 1 (AT1) or 'CoCos', look particularly desirable again, according to Vontobel AM's Mondher Bettaieb.

But not on the table for the US

Ultra-low interest rates are not going away

Concerns over Italian banks