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.
Interest rates are likely to remain on hold for another year, potentially causing tensions later in the year if inflation remains elevated.
The argument over whether to use passive or active funds is often narrowly focused on the US. Here, we examine the evidence for Europe ex UK equities.
Capital strength, margins and the prospects for banking union are among the many issues that may be affected by recent political developments.
Spain’s Prime Minister Rajoy is ousted in a vote of no confidence, while populists take power in Italy.