While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different
This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.
Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.
We look back at the drivers of Europe’s stockmarket gains in 2017, including the ongoing economic recovery and diminishing political risk.
Europe’s renewed urbanisation and accompanying infrastructure upgrades provide interesting opportunities for real estate investors.