Greater issues at play in Europe
Tournament kicks off on 7 June
Launched in April
'Boring' investors pay off in the long run
Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view
Redressing balance amid slowing growth and fragile economy
Investors should lower exposure to Europe
For years, political risk has been a feature in European markets.
Few regions have experienced as bifurcated an economic landscape as Europe over the past decade.
Global top spot went to the US
Spike in fine wine markets
Brussels still making changes
Financial performance in focus
"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."
Political concerns remain
Must not fall into 'FOMO' trap
Concerns from BoE and ministers
Inflows over August and July
Improved political visibility
'Lynchpin' for global stability
Centrist Emmanuel Macron's victory in the French election is a welcome, if unsurprising development for European markets. He gained nearly double the votes of Le Pen, with 66.1% compared to 33.9%. European investors can now put elevated fears over political...
EEC founded in 1957
Japan was worst performing
Mark Burgess, CIO EMEA and Global Head of Equities at Columbia Theadneedle Investments, considers the potential impact on markets of electing Le Pen, and the volatile consequences that this would have on French assets.
John Redwood, chief global strategist at Charles Stanley, comments on the upcoming French presidential election and the potential implications for Europe.