ECB

European markets ended Tuesday lower as concerns over Cyprus and uncertainty over the European debt crisis weighed on investor confidence.

FIXED INCOME

Willem Verhagen, senior economist at ING Investment Management, investigates which ‘fundamentals' really matter for the euro.

The result of Italy's presidential election shocked markets last week and sparked renewed volatility, with none of the four competing political parties emerging victorious, but what does it mean for investors now?

GLOBAL

Threadneedle's head of interest rates and currency Matthew Cobon has initiated a tactical ‘long sterling' trade in the view the currency's recent slump is overdone.

Leading fixed income managers have been adding exposure to peripheral eurozone bonds as value dries up in the investment grade corporate space.

European equities have their attractions but the continent's economic position will disappoint investors for years to come, according to Carmignac Gestion's Frédéric Leroux.

ASSET ALLOCATION

The SWIP Absolute Return Bond fund received a significant boost in Q4 from exposure to the European periphery, such as Italy and Spain.