Europe ex UK
We have revised our eurozone growth expectations down slightly for 2017 but raised our forecast for 2018.
Rory Bateman discusses near-term risks facing European equity investors, and assesses the longer-term outlook for earnings and valuations.
James Sym explains how the return of inflation, coupled with ultra-cheap valuations, could herald a significant change of fortune for Europe’s beleaguered banking sector.
As the UK prepares to decide whether or not to continue its membership of the European Union, investors globally are considering the risks and opportunities should the UK decide to leave.
At our first Secular Market Forum of 2016 former Chancellor of the Exchequer Lord Lawson locked horns with columnist Hugo Dixon over the arguments for and against one of the biggest issues facing Europe this year: "Brexit".