Why monetary policy has failed so far
On cusp of 'radically new chapter'
It has been a strong showing for European equities in recent weeks, with the European Central Bank (ECB)'s policy action – and the rate cut in the US – all helping to lift shares higher.
New positions set up despite drop in equities exposure
The world’s economies are at different stages in the business cycle.
It has been hard to comprehend negative yields in Germany, let alone Greece.
In an increasingly protectionist world, plagued by escalating trade tensions, the export-focused German economy is clearly suffering. We look ahead and explore the investment implications of a weaker German economy.
The European real estate investable universe is large, totalling some €2.5trn.
Could 2019's markets see a repeat of Wall Street in 1929?
Healthcare stocks served as powerful painkillers during last year’s market declines; while the MSCI World index fell by 8.7%, healthcare stocks grew 4.8%.
European equity markets have struggled to perform since the start of 2018 owing to the relaunch of trade wars by US President Trump, coupled with uncertainty surrounding Brexit.
Safe‑haven status of the dollar remains intact
Range will be rolled out over next six months
Market data is pointing towards a general increase in expectations of a recession in the next 12 to 18 months.
'Significant eurozone reform' on the cards
Over the past decade, we have endured the tired pessimism that still looms from the 2008 Global Financial Crisis.
Europe faces several challenges, specifically German manufacturing, trade wars and Italian budgetary pressures.
Europe's run of poor manufacturing and trade data continued in June.
After a spectacular rally that lifted all boats, equity markets have corrected heavily over the past month.
Greater issues at play in Europe
Tournament kicks off on 7 June
'Boring' investors pay off in the long run
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.