Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.
With Angela Merkel set for a fourth term as Chancellor, we think the market’s focus should return to Europe’s strengthening economy.
Paris is ranked 16th in our Global Cities index. With tourism recovering and transport links improving it should be an attractive proposition to property investors.
With interest rates set to normalise at low levels and profit margins improving, we see scope for significant gains.