Spain
How worried should investors be about Europe's 'high risk' Southern economies?
Now the UK's Brexit referendum is old news, Europe's troubled peripheral economies are once again under the spotlight as political deadlock in Spain and Greece's growing debt burden cast a shadow on their recovery prospects.
Is this a tipping point towards weaker global growth?
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.
UniCredit scraps Pioneer and Santander AM merger talks
Looking at potential Pioneer IPO
What is the long-term impact of Brexit on global markets?
Edward Smith, asset allocation strategist at Rathbones, takes a closer look at the winners and losers from the UK's decision to leave the EU.
Europe's peripheral economies: Back from the brink?
The eurozone has seen an internal shift in economic fortunes of late - the focus of investor concern no longer rests with the 'periphery' but with the 'core' instead.
Crux's Pease: How activist involvement in Europe is helping us find value
The investment case for Europe is on the face of it challenging, but Crux is finding opportunities in unusual areas.
Contrarian: Is this the best eurozone opportunity?
A couple of weeks ago, I came across a new genre of internet TV called the 'Top Ten list' programme.
Where are the opportunities following Spain's dramatic reforms?
Structural reforms are opening up the Spanish market to alternatives managers and lenders again, writes Squircle Capital managing partner José Caireta
How investor sentiment has influenced the latest round of IT re-ratings
Simon Cordery, head of investor relations and business development, investment trusts at F&C Investments, explores the extent to which market sentiment can affect trusts.
Could European equities double in the next three years?
GAM's European equities manager Niall Gallagher has predicted European equities could double in the near term as the region is supported by a number of tailwinds.
TSB shares soar 25% on Spanish bank takeover talks
Shares in TSB Banking Group have soared after news emerged it is in takeover talks with Spanish bank Sabadell.
13 weird happenings in financial markets for Friday the 13th
13 weird happenings for Friday the 13th
EU cyclicals: Is hedge fund deleveraging behind poor performance?
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?
Is a crisis engulfing the eurozone’s core?
European sovereigns: Credit trades versus rate trades
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.
The best ‘out of balance' emerging market opportunities
Emerging Markets
Is Spanish property the last pocket of value in Europe?
With banks offloading assets and the Spanish stock market on the up over the past 18 months, some see now as a good time to invest in one of the biggest losers of the eurozone crisis.
The best equities to play Spain's recovery
Spain is still a risk-on play, but its restructured banking sector provide a good way to play the recovery, explains Mirabaud's Antonio Hormigos.
GAM's Gallagher: Five stock picks powering my European portfolio
Niall Gallagher, the manager of the GAM Star Continental European Equity fund, has been buying businesses exposed to the recovery in the European periphery as he seeks to maintain his fund's impressive track record.
Trusting the peripheral nations
SOUTHERN EUROPE
Most read
