Need for diverse portfolio return drivers
'Significant eurozone reform' on the cards
The policies and programmes that could protect a worldwide plunge
Restarting quantitative easing
Brexit taking its toll on sterling
Questions over further quantitative easing rollout
If you had not been paying attention to financial markets for quite a few years and then – from this position of naivety – had looked at the eurozone, your likely conclusion would be that the region's equity bourses were offering tremendous value.
Europe faces several challenges, specifically German manufacturing, trade wars and Italian budgetary pressures.
Effects of low-interest rate environment
In the developed world, inflation expectation is noise
Bond yields predicted to sink below zero, experts argue
Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.
Global bond yields continue to crash through zero
Warning signs in US data
Europe's run of poor manufacturing and trade data continued in June.
Nomination facing resistance from European Parliament
Perhaps surprisingly, Europe was the second best-performing regional stockmarket in the world in the first half of 2019.
In times of uncertainty and geopolitical tensions, corporate bonds with an investment grade rating are commonly considered as the new safe havens.
Trade body flags mitigating factors
The one trade to watch out for
Central bank's U-turn should be welcomed
Beginning of trade wars could trigger a strong headwind
Proposals for new 'mini-BOTs' mooted