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’
100 years on and Europe is still struggling for peace
BlackRock Continental European Income
I am still not ready to move negative duration
Why a Japan-style Europe looks increasingly likely
The eurozone's two largest economies both performed worse than expected in the second quarter, raising fresh fears over economic stability in the currency bloc.