European equities

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Markets

02JUL 2019

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

Markets

06DEC 2018

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2018

OCTOBER

03OCT 2018

Markets

Can European equities play catch-up in Q4?

Returns from European equities have lagged the US so far in 2018 but we see signs this could change as we head towards year-end.

AUGUST

30AUG 2018

Markets

Europe's banks: cause for concern or cause for buying?

Our investment experts consider the prospects for Europe’s banks as the sector faces challenges including ongoing low interest rates and Italian political uncertainty.

JULY

12JUL 2018

Markets

An economic slowdown is approaching, but that's no cause for investor alarm

We’re approaching the end of the economic cycle, but markets are not stupid. Investors waiting for a significant collapse in the equity market because the economy is slowing may be in for a long wait.

JUNE

04JUN 2018

Markets

Why Italian politics matters for eurozone banks

Capital strength, margins and the prospects for banking union are among the many issues that may be affected by recent political developments.

MAY

22MAY 2018

Markets

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

Markets

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.

APRIL

10APR 2018

Markets

Ten years on from the financial crisis, how have European companies changed?

EuroView: While firms are more financially robust than a decade ago, a willingness to embrace social responsibility and adapt to technological change are other key measures of the outstanding companies of tomorrow.