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.
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Range will be rolled out over next six months
Bonds go down when equities go up, is the common perceived wisdom among investors.
If you had not been paying attention to financial markets for quite a few years and then – from this position of naivety – had looked at the eurozone, your likely conclusion would be that the region's equity bourses were offering tremendous value.
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.
Proposals for new 'mini-BOTs' mooted
EU to open an Excessive Deficit Procedure for Italy
'Boring' investors pay off in the long run
Euro Green Bond ETF for European investors
Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view
Redressing balance amid slowing growth and fragile economy
Will retain his role as head of Italy
Investors should lower exposure to Europe
'Italexit risks are overstated'
Investment grade market in focus
Fund manager interview with the UK fixed income head
UK equity worst asset class
As 2019 gets underway, the macro environment is worsening.
Data from TrackInsight
Part of firm's wider European expansion plans
UK exposured to Italy via German and French banks
Few regions have experienced as bifurcated an economic landscape as Europe over the past decade.