ECB's target was slightly below 2%
Inflation has overshot ECB target of 2%
Investors are getting increasingly jittery about Europe. Political risk is ratcheting up as elections in the Netherlands, France and Germany over the coming months have the potential to threaten the very existence of the European Union and cause ructions...
Runs two funds with Richard Pease
Election impact on European trusts
Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.
Investment Week highlights a range of interesting viewpoints as part of our Europe Special on subjects including the French election, the future of the euro and value opportunities.