Germany

The real estate benefits of ultra-loose monetary policy

Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.

Is a crisis engulfing the eurozone’s core?

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.

Europe’s property market retains its appeal due to risk avoidance strategies

The German market has been a stellar performer for property investors this year, but it is Sweden that could be the 2015 winner, managers suggest.

The ethics of bond investing

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.

‘We haven't felt pain like this in markets for some time’

Climbing the wall of worry