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We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.
A time for brave investors to shine?
We cannot predict when markets will finally reach a bottom – they may already have – but we believe it is most likely to be once we hit a peak in the daily growth in new Covid-19 cases round the world.
Investors could be forgiven for thinking that nowhere is an immediately appealing prospect for investment right now, least of all Europe.
Moved beyond a 'single demand shock'
A return to safe-haven stocks
The stocks to remember – and the ones to forget
2019 has been a stellar year for global bond markets, as weak global economic growth and low inflation have combined with ever more accommodative central banks to push global bond yields significantly lower.
Could 2019's markets see a repeat of Wall Street in 1929?
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.
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'