Quickview: Protest and populist parties make large gains, raising the risk of a possible debt crisis, but an Italian exit from the euro or EU remains low-risk.
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
Economic and Strategy Viewpoint
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.
Global Market Perspective
Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.
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.