European Central Bank

Financial markets are heavily distorted by the unprecedented market presence of central banks. Markets have become extremely sensitive to changes in central bank actions.

Investors can 'sleep easily'

Sentiment towards European equities has been on the rise this year.

From Japanese equities to corporate bonds

For the first time in a number of years, pan-European large company corporate earnings for 2017 look set to post a double digit year-on-year advance.

'Indications of irrational exuberance'

Little margin for error

Political risk is reduced following elections

An investment opportunity with unlimited upside potential, but with limited downside risk?

After several years of extraordinary central bank intervention intended to provide monetary stimulus to ailing global economies, we are finally transitioning from quantitative easing (QE) to quantitative exit.