Europe

Risk assets outperformed 'safe haven' investments

The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.

Concentrated portfolio of 75 to 100 positions worldwide

Proposals for new 'mini-BOTs' mooted

Revisiting the case for and against deregulation post-Brexit

Fed moves, polarised politics and a "tech cold war"

Equity markets are being driven by the fact that bond yields have collapsed.

While macroeconomic concerns remain, the outlook for European equities is now more positive than a year ago.

Political and structural changes abound

Greater issues at play in Europe