european equities

Markets

UBS: Little possibility of 'Frexit' despite 40% chance of Le Pen victory

Downgraded French equities to neutral

clock 22 March 2017 • 1 min read

Markets

S&P 500 suffers worst day since Trump victory on policy delay fears

Concerns about delays to promised tax cuts

clock 22 March 2017 • 3 min read

Europe

Fund selectors dip their toes back into European equities but caution EU foundations remain under 'serious threat'

Several crucial elections

clock 02 March 2017 • 4 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

Contrarian Investor: Should we fear 'un cauchemar'?

Marine Le Pen could win French election

clock 01 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

UK

Franklin Templeton's Russon: The great equity market rotation

With significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.

clock 22 February 2017 • 4 min read

Multi-asset

The prospects for Europe after election uncertainty clears

Three key national elections

clock 22 February 2017 • 2 min read

Europe

GAM's Gallagher: Why there is 'pretty good potential' for an earnings rebound in Europe in 2017

Niall Gallagher, investment director of European equities at GAM, talks to Lawrence Gosling about how the macro outlook for Europe is the strongest he has seen for some time.

clock 27 January 2017 • 1 min read

Europe

Warning German election could be 'inflection point' for Europe

European markets set for six month bull run

clock 25 January 2017 • 2 min read
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