Europe

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

QE could be back soon

Despite some emerging evidence that Europe's economic prospects may be stabilising, the direction of the region's equity markets remains determined by extraneous factors, notably the progress of ongoing US-China trade negotiations.

Brexit and US-China tensions still to deal with

Marcello Chelli

Headwinds expected into Q2