Europe

Five managers give their views

Japan sees biggest one-month jump in sentiment

Mark Pignatelli, partner at Comeragh Capital LLP, talks to Lawrence Gosling about the possible implications for European companies of the Brexit vote and political upheaval.

'Investor reaction seems measured rather than panicky'

Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.

It is easy to get lost in the many headlines proclaiming impending doom for Italy's banking system (especially following the 'no' vote in the constitutional referendum), or in the complex details of state aid and debt burden sharing.

Cutting bond purchases to €60bn a month

2016 is likely to be remembered as a year when Western democracies took a surprising step towards the populist right with voters embracing political messages that included promises to roll back some of the effects of globalisation and towards fiscal stimulus,...

Positioning for rotation into value

What a funny old year it has been - and there are still a few weeks to go!