Europe

Markets

The Return of 'The Italian Question'

2018 has seen another spring dominated by political manoeuvrings, in particular the return of 'The Italian Question'.

clock 13 June 2018 • 2 min read

Europe

The biggest monetary experiment in history is coming to an end

Monetary policy killed the market-based economy

clock 13 June 2018 • 2 min read

Economics

'Draghi will be asked some tricky questions on Italy': Commentators divided over when the ECB will halt its QE programme

ECB meeting tomorrow

clock 13 June 2018 • 3 min read

Markets

Investors shun eurozone equities amid Italian turmoil

Fell 15.6 percentage points

clock 12 June 2018 • 2 min read

US

BofAML survey: US allocations reach 15-month high on 'favourable profits outlook'

Favourable on US and commodities

clock 12 June 2018 • 2 min read

ETFs

What are the biggest risks emerging from the rapid growth of ETFs?

150 surveyed

clock 11 June 2018 • 1 min read

Bonds

M&G's Isaacs: Why would the ECB run the risk of tightening?

Decision on Thursday

clock 06 June 2018 • 2 min read

Economics

'Draghi's successor will face a different set of challenges': Commentators warn next recession could be 'existential' for eurozone

Long-term risks

clock 06 June 2018 • 5 min read

Global

The mixed picture for global equities in H2 2018

Global equities have delivered ample volatility, but very little return for investors so far this year.

clock 06 June 2018 • 2 min read

Europe

Investors should be mindful of chasing themes in Europe

We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.

clock 06 June 2018 • 2 min read
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