Europe ex UK

Highlight

Economics

12OCT 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.

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.