European Central Bank

Central banks have a 'task and a half'

Political risk diminished

Italy remains a risk

Remains positive on European credit

While the latest macro data confirm the positive orientation of European economic growth, risks in the eurozone remain plentiful.

Interesting times for investors

Five factors influencing negative rates

French elections later this month

At its core, investing is about increasing wealth. During a period of cyclical upheaval and mean reversion - generously spiced with global political change - it can be healthy to remind ourselves what drives returns on a fundamental level.

Benefitting from favourable regulation