GAM's Niall Gallagher explains why he believes markets are only half way through the European recovery, with the next phase likely to focus on earnings growth.
In an effort to further weaken the euro, boost economic activity, and create inflationary pressures, the European Central Bank's foot on the easy money gas pedal will be maintained, writes BMO Asset Management's Sam Cosh.
Valuations can, on a long-term view, offer significant opportunities, according to Vincent Devlin, co-manager of the BlackRock Greater Europe investment trust
Schroders chief economist, Keith Wade, discusses how the slowdown in China is yet to reveal its true impact on German companies, and how the recent influx of immigrants could put budget policy at risk
The investment case for Europe is on the face of it challenging, but Crux is finding opportunities in unusual areas.
A couple of weeks ago, I came across a new genre of internet TV called the 'Top Ten list' programme.
The first eight months of 2015 have been relatively weak for the global high yield market. Much of this weakness has stemmed from the US, where exposure to lower commodity prices has put pressure on issuers, in particular those in the basic materials...
Core economic views unchanged