On cusp of 'radically new chapter'
It has been a strong showing for European equities in recent weeks, with the European Central Bank (ECB)'s policy action – and the rate cut in the US – all helping to lift shares higher.
New positions set up despite drop in equities exposure
The world’s economies are at different stages in the business cycle.
It has been hard to comprehend negative yields in Germany, let alone Greece.
In an increasingly protectionist world, plagued by escalating trade tensions, the export-focused German economy is clearly suffering. We look ahead and explore the investment implications of a weaker German economy.
The European real estate investable universe is large, totalling some €2.5trn.
Could 2019's markets see a repeat of Wall Street in 1929?
Healthcare stocks served as powerful painkillers during last year’s market declines; while the MSCI World index fell by 8.7%, healthcare stocks grew 4.8%.
European equity markets have struggled to perform since the start of 2018 owing to the relaunch of trade wars by US President Trump, coupled with uncertainty surrounding Brexit.