Europe

UCITS V rules ‘address problem that doesn’t exist’

Russia in 2015: An economic slip back to the 1980s?

Jupiter's John Chatfeild-Roberts has predicted the European Central Bank (ECB) will unveil a long-awaited quantitative easing programme at the start of next year, boosting the region's equity markets in the process.

Within the emerging markets space, fears of a hard landing and shadow banking combined with poor performance have led many investors to avoid China.

Investors have punished stocks with even small exposure to Russia, while disregarding political risk closer to home, argues NewSmith's Jean Maigrot. He explains which sectors investors ought to be long and short.

Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.

Where are the best credit opportunities following the sell-off?

The companies using Portugal’s bleak outlook to their advantage

‘How we are using alternatives to dampen volatility’

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