Following calls from central banks to cut payouts
Investors could be forgiven for thinking that nowhere is an immediately appealing prospect for investment right now, least of all Europe.
The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.
The best products for the most volatile times
European economic data has been largely positive.
How Covid-19 upended monetary policy
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
Fixed income and ESG strategies
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
Heightened volatility here to stay
2019 was marked by US dollar appreciation
Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...
'Train is not going off the tracks'
Review of monetary policy strategy
Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
Which areas should investors pay attention to?
Why monetary policy has failed so far
All eyes on the ECB
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
Thawing of geopolitical tensions behind positive outlook
Fiscal stimulus could be 'down to governments'
On cusp of 'radically new chapter'
The headwinds and tailwinds to look out for in 2020
It has been a strong showing for European equities in recent weeks, with the European Central Bank (ECB)'s policy action – and the rate cut in the US – all helping to lift shares higher.