Equities
03DEC 2019
Alternatives
06DEC 2019
Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in "winning cities".
Equities
03DEC 2019
Alternatives
18NOV 2019
31OCT 2019
Economic Views
Latest GDP data shows that France has helped the eurozone economy outperform the more pessimistic consensus forecasts. Whether Germany is in recession remains to be seen.
29OCT 2019
Equities
Europe’s car industry needs to tackle the huge challenge posed by new emissions regulations. But for those who do, it’s a major opportunity.
15OCT 2019
Equities
We take a look at how low or negative interest rates affect the banking sector and explain why some banks are worse hit than others.
13SEP 2019
Equities
In a world of low bond yields, many investors struggle to extract a decent income from their portfolios, but European shares could be a potentially attractive option.
12SEP 2019
Economic Views
At Mario Draghi’s final policy meeting, the gloomy European Central Bank lowered interest rates and restarted QE without limits.
31JUL 2019
Economic Views
A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.
25JUL 2019
Economic Views
The European Central Bank has inched towards additional stimulus, but its boost is likely to be marginal at best.
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