european equities

Europe

SPDR's Chesworth recommends short-term defensive bias in Europe amid political risk

Cyclical play at the end of the year

clock 27 March 2017 • 2 min read

Europe

Europe's valuation discount is 'starting to crystallise'

Sentiment finally turns positive

clock 22 March 2017 • 2 min read

Markets

UBS: Little possibility of 'Frexit' despite 40% chance of Le Pen victory

Downgraded French equities to neutral

clock 22 March 2017 • 1 min read

Markets

S&P 500 suffers worst day since Trump victory on policy delay fears

Concerns about delays to promised tax cuts

clock 22 March 2017 • 3 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

Europe

Henderson's Bennett: Now is the time to own the uncomfortable stuff in Europe

Introduced banks theme

clock 02 March 2017 • 2 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

European politics: A distraction or disaster for markets?

Le Pen the biggest headwind

clock 01 March 2017 • 6 min read

UK

Franklin Templeton's Russon: The great equity market rotation

With significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.

clock 22 February 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
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