European Central Bank

Perhaps surprisingly, Europe was the second best-performing regional stockmarket in the world in the first half of 2019.

In times of uncertainty and geopolitical tensions, corporate bonds with an investment grade rating are commonly considered as the new safe havens. 

Trade body flags mitigating factors

The one trade to watch out for

Central bank's U-turn should be welcomed

Beginning of trade wars could trigger a strong headwind

Proposals for new 'mini-BOTs' mooted

Fed moves, polarised politics and a "tech cold war"

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

Political and structural changes abound