Europe

Marcus Morris-Eyton, in Allianz's European equities team, looks at the outlook for earnings in Europe, following six years of non-growth.

Lyxor UK's European debt team to join Tikehau

Smart-beta ETFs in Europe have experienced record inflows in 2016 so far with assets under management (AUM) reaching $30.6bn; a 40% increase from the $21.6bn seen in 2015.

The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.

Arif Husain, head of international fixed income at T. Rowe Price and manager of the Global Unconstrained Bond fund, discusses the impact of Brexit on Central and Eastern European issuers and the investment opportunities emerging in the region.

Beginning to look attractive

Previously 22 November

Firm reviewing its European strategies

The investment approach of five managers

Brand strength offers valuable pricing power in Europe