Analysis

Bonds

Managers warn unwinding European QE could burst 'the mother of all bubbles'

Inflation has overshot ECB target of 2%

clock 02 March 2017 • 3 min read

Europe

Henderson's Bennett: Now is the time to own the uncomfortable stuff in Europe

Introduced banks theme

clock 02 March 2017 • 2 min read

Europe

Why Europe's quality growth companies are set to defy consensus

Seen no corporate earnings growth since 2011

clock 02 March 2017 • 4 min read

Europe

European politics: A distraction or disaster for markets?

Le Pen the biggest headwind

clock 01 March 2017 • 6 min read

Europe

Could the best be yet to come for Russia's stockmarket?

Improving geopolitics and falling inflation positive drivers

clock 01 March 2017 • 5 min read

Europe

Has an inflection point been reached for European financials?

Rob Burnett, manager of the Neptune European Opportunities fund, discusses the drivers behind the recent turnaround for the European financials sector and whether the rally has further to run.

clock 01 March 2017 • 4 min read

Europe

How are European investment trusts holding up in face of political headwinds?

Election impact on European trusts

clock 01 March 2017 • 4 min read

Equities

Fund managers: 'You need to do something different if you want to outperform over the long term'

Views from Investment Week's Edinburgh Breakfast Briefing

clock 01 March 2017 • 8 min read

Asia

Are investors too quick to turn their backs on unloved Chinese property?

Value opportunities

clock 24 February 2017 • 4 min read

Bonds

Why lessons from 2004 suggest reasons for optimism on bonds

Impact of Fed policy

clock 24 February 2017 • 7 min read
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