Europe

Funds

How big is too big? Selectors' views on the giant funds in the universe

The Bigger Picture on fund selection

clock 04 October 2018 • 6 min read

Europe

What will a 'more hawkish, less market-friendly central banker' mean for European equities?

Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.

clock 02 October 2018 • 2 min read

Bonds

Trade war and Italian budget won't derail rosy outlook

The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.

clock 02 October 2018 • 2 min read

Asset Managers

Financial services sector optimism hit amid 'dangerous signs of strain'

Growing pressure from a subdued economy and Brexit

clock 01 October 2018 • 2 min read

Markets

Neptune's Zemek: Investors are not paying enough attention to what happens to Europe after Brexit

Bearish on bonds

clock 20 September 2018 • 2 min read

Europe

'Bad' Brexit is major risk for Europe

We meet management teams from companies across Europe and they continue to report a positive trading environment.

clock 11 September 2018 • 2 min read

Europe

SVM's Hugh Cuthbert on Europe's 'peculiar set of uncertainties'

US in 'tightening' mode

clock 07 September 2018 • 2 min read

People moves

Investec AM hires European head from Wellington

Also held roles at Alliance Berstein

clock 06 September 2018 • 1 min read

Europe

Shedding light on Brexit 'unknowns'

Possible outcomes examined

clock 28 August 2018 • 4 min read

Property

Premier's Ross: Why the IA property sector split will highlight the benefits of investing in property securities

Healthy outlook to pan-European market

clock 28 August 2018 • 3 min read
Trustpilot