Reassessing the sector during Covid-19
While new coronavirus cases are plateauing, although not yet declining significantly, countries in Europe are beginning to judge the economic pain wreaked by Covid-19 containment measures to be worse than the infection itself and are shifting focus slowly...
A new beginning for Europe?
U-shaped economic recovery likely
Recession likely to last for 'at least a year'
While coming within a whisker of calling the low for the S&P 500, it is fruitless attempting to call short-term market moves.
European equities have declined 26% during 2020 owing to the rapid spread of the Covid-19 pandemic. Consequently, economic activity indices have declined to multi-year lows.
'Let the buyer beware'
Investors are grappling with the huge uncertainty caused by the global Covid-19 pandemic. The human and economic impact has been dramatic, both in its magnitude and in its velocity.
$57.9bn of trading losses for the month
Former Obama-appointed US Treasury official on recession outlook
Following calls from regulators 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'