Eurozone

Wealth managers are adding to Europe following the market correction of the last few weeks, despite concerns remaining about the threat of deflation in the region.

Peripheral Europe economies are diverging and investors should think of Spanish and Italian sovereigns as a rate trade, not a credit play, explains Carmignac's Sandra Crowl.

Fund managers are urging caution following a dramatic week for investors, saying the traditional strategy of buying on market falls may no longer make sense.

Low inflation: Positive or problematic?

Markets in the US fell overnight, after the International Monetary Fund (IMF) cut its forecast for global growth for the next two years.

Can coordinated politics help economies?

Complacency has taken hold of credit markets, with investors giving short shrift to credit risk, argues Kleinwort Benson bond head Fadi Zaher.

With globalisation under pressure, Samy Chaar, strategist at Lombard Odier Investment Management, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm

Why a Japan-style Europe looks increasingly likely

The global economic outlook has darkened in recent months, with a slow recovery in the eurozone holding back many other economies, the Organisation for Economic Co-operation and Development has said.