European Central Bank

Global

How research into CLOs can be 'handsomely rewarded'

Markets have benefitted from a co-ordinated global recovery, led by central banks operating in a synchronised manner.

clock 11 April 2018 • 3 min read

Global

Investment Conundrums: Tilney's Godding - Italian political risk persists

Could result in significant amount of disruption for markets

clock 04 April 2018 • 4 min read

Europe

Why Eurozone equities are well placed to make gains on their global peers

Headwind from euro strength should abate

clock 20 March 2018 • 2 min read

Europe

Is there 'too much goodness' priced into European markets?

Euro a headwind

clock 13 March 2018 • 2 min read

Economics

Euro spikes after ECB drops promise to increase bond buying

Kept rates unchanged

clock 08 March 2018 • 7 min read

Europe

How wil the ECB's tapering mindset impact different sectors?

Since the end of 2007, European equities have underperformed US equities by 63% on a real total return basis (in local currency terms).

clock 06 March 2018 • 2 min read

Global

ayondo's Hiscott: A currency war with the US is one the European Central Bank will not win

US 70% responsible for current rates

clock 01 March 2018 • 2 min read

Europe

Will flows into Europe re-accelerate in H2 2018?

European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.

clock 27 February 2018 • 2 min read

Funds

PIMCO's Sundstrom: It is the first time in my career where FX has had such a deep impact on asset selection

Underweight European equities

clock 22 February 2018 • 3 min read

Global

Warning bond and equity market sell-off has further to run as inflation fears build

10-year Treasury yields widened to 2.73%

clock 05 February 2018 • 4 min read
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