ECB

Inflation is Europe has become worryingly low, and the situation is reminiscent of Japan in the 1990s. Rathbones' Mona Shah explores whether the ECB's actions will be enough to prevent a downward spiral.

ASSET ALLOCATION

EMERGING MARKET DEBT

Cornelian's David Appleton outlines the impact of last month's package of ECB measures on currencies, bonds and equities.

EUROPE

As pressure grows on banks to restart lending activities, buyers are warning the window of opportunity on private lending funds may soon be closing, writes Julia Rampen.

Fund selectors are buying into asset-backed securities, labelling them one of the few remaining value trades in fixed income investing amid moves by the European Central Bank to support the sector.

'This market offers no extreme outliers'

Goldman Sachs' global equity team sees IT companies as main beneficiaries of improved tech infrastructure.

European peripheral debt has rallied this month, after the European Central Bank (ECB) cut interest rates and loosened monetary policy, but should investors cash in or buy more?