Europe ex UK
Could Europe ever truly challenge the US and China for economic hegemony? The former President of the European Commission José Manuel Barroso discussed the subject with Peter Harrison at our recent G25 Investment Leaders’ Summit.
At the time of writing, the MSCI Europe equity index has delivered a total return of around 10% this year and we believe investors should see further gains in 2016 given the continued earnings recovery in Europe.
Fund manager James Sym gives an overview of his investment approach, which takes into account the business cycle backdrop and the equity income opportunities on offer.
In the first article of a regular series, Rory Bateman discusses key issues facing European equities, including the Chinese slowdown, Europe's economic prospects and the VW emissions scandal.
Rory Bateman discusses the main drivers behind his bullish assessment on the outlook for European equities including benign monetary policy and improving earnings for European corporations.
Duncan Owen puts forward the investment case for continental European real estate markets, which includes burgeoning growth in a number of key cities and higher income potential.
In the third part of our series looking at income, this infographic illustrates the main drivers of equity yield in the UK and Europe. Rising interest rates pose a threat to stockmarkets, so we ask what drives the yields of UK and European markets and assess the safety of these income streams.