Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.
John Redwood, chief global strategist at Charles Stanley, comments on the upcoming French presidential election and the potential implications for Europe.
Investment Week highlights a range of interesting viewpoints as part of our Europe Special on subjects including the French election, the future of the euro and value opportunities.
High correlation between political risk and volatile markets
Fund managers from Investment Week's Alternatives Breakfast Briefing discuss how their varied strategies can help clients against a challenging market backdrop.
Equities climbing 'wall of worry'
The events of 2016 have already altered the shape of traditional distribution curves of potential political outcomes, widening the tail of unexpected outcomes and making politics increasingly relevant to financial markets, according to Allianz Global...
Emiel van den Heiligenberg, head of asset allocation at Legal & General Investment Management (LGIM), distils his outlook for 2017 into seven key questions facing investors this year.
Gallery of key events