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.
This year has seen a continuation in 2016's trend for corporate credit. The European Central Bank (ECB) purchase programme under its quantitative easing policy has pushed corporate credit spreads tighter, starting with high-quality corporate issuers,...
Who would have thought 12 months ago that Europe would have become the destination of choice for investors in 2017? What has changed?
Europe's economic recovery continues to broaden and deepen. The ongoing expansion is supported by a synchronised global growth backdrop with few medium-term concerns coming from the international trade impulse.
Attractive economic backdrop