Germany

Investors could be forgiven for thinking that nowhere is an immediately appealing prospect for investment right now, least of all Europe.

Recent sharp movements are 'rare'

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.