Economics
30SEP 2018
Bond vigilantes at the gates in Italy
Italy’s highly indebted government is a major concern for investors. Bond vigilantes are circling and they will ultimately decide whether Italy faces another debt crisis.
Europe ex UK
Highlight
2018
AUGUST
31AUG 2018
Economics
Summer wrap: the macro and markets news you might have missed
With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.
JULY
06JUL 2018
Economics
Why has eurozone trade slowed?
We look at where trade has fallen and what this means for growth.
MAY
23MAY 2018
Economics
Our multi-asset investment views - May 2018
This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.
22MAY 2018
Economics
Why the oil & gas sector is energising investors
The recent rise in oil prices is not the only reason why the sector looks attractive.
08MAY 2018
Economics
Why we expect a capex surge in Europe
Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.
02MAY 2018
Economics
Is this the end of the eurozone recovery?
Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.
MARCH
28MAR 2018
Economics
Harnessing the information revolution
Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.