While the latest macro data confirm the positive orientation of European economic growth, risks in the eurozone remain plentiful.
Interesting times for investors
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.
Inflation has overshot ECB target of 2%
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.