European Central Bank

Markets

Mark Harries: Irrational exuberance - sentiment vs valuation

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.

clock 10 March 2017 • 5 min read

Bonds

TwentyFour AM's Kirk on the attraction of CoCos

Benefitting from favourable regulation

clock 08 March 2017 • 2 min read

Europe

Fund selectors dip their toes back into European equities but caution EU foundations remain under 'serious threat'

Several crucial elections

clock 02 March 2017 • 4 min read

Bonds

Managers warn unwinding European QE could burst 'the mother of all bubbles'

Inflation has overshot ECB target of 2%

clock 02 March 2017 • 3 min read

Europe

Contrarian Investor: Should we fear 'un cauchemar'?

Marine Le Pen could win French election

clock 01 March 2017 • 4 min read

Europe

Has an inflection point been reached for European financials?

Rob Burnett, manager of the Neptune European Opportunities fund, discusses the drivers behind the recent turnaround for the European financials sector and whether the rally has further to run.

clock 01 March 2017 • 4 min read

Europe

How are European investment trusts holding up in face of political headwinds?

Election impact on European trusts

clock 01 March 2017 • 4 min read

Multi-asset

The prospects for Europe after election uncertainty clears

Three key national elections

clock 22 February 2017 • 2 min read

Europe

Are European banks still uninvestable?

Subject to strict EU regulation

clock 15 February 2017 • 2 min read

Europe

Could 2017 see a rebound for European earnings?

Sitting at depressed levels

clock 01 February 2017 • 2 min read
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