Feature

Iceland "compelling opportunity from rates and FX perspective"

The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.

Central banks in tight position in case of downturn

The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.

Vox-pop series

Vox-pop series

Equity markets are being driven by the fact that bond yields have collapsed.

Can British companies still prosper after Brexit?

While macroeconomic concerns remain, the outlook for European equities is now more positive than a year ago.

It says something about the challenges the UK market faces when Brexit is not the biggest risk investors fear.