ECB

ECB cuts growth forecasts

From a structural perspective, Europe does not look appealing

Investors cannot afford to ignore the increasingly positive correlation between core government bonds and credit markets as rate rises loom, says Jon Jonsson, senior portfolio manager, global fixed income at Neuberger Berman.

Should Germany, not Greece, leave the eurozone?

Janus manager has success with bund trade

Paul Niven, manager of the Foreign & Colonial investment trust, explains how beyond the near-term volatility and fears about navigating future interest rate rises, global equities are actually expected to excel.

Ugo Lancioni, head of global currency at Neuberger Berman, takes a closer look at some of the consensus currency positions of last year, and asks if they are still compelling.

Sam Morse, manager of the Fidelity European Values trust, examines the tailwinds for his favourite banking stocks.

Multi-asset managers have started reinvesting their high cash positions, with many topping up European exposure as Greece finally reaches a new deal with its creditors.