Europe ex UK

01AUG 2017

Markets

Six charts that caught our attention in July

We highlight some of the charts that we found interesting this month, including UK house prices, Chinese trade and the declining dollar.

JULY

24JUL 2017

Markets

Why is producer price inflation so important for eurozone companies?

With prices rising again in the eurozone, we look at what this means for company profits.

20JUL 2017

Markets

EuroView: Recovery continues and risks recede but how much is left in the tank?

European equities remain a recovery story, says Rory Bateman in his latest EuroView. He discusses recent positive economic data as well as banks, Brexit, and fund flows.

12JUL 2017

Markets

European banks: why investors should still be choosy even as prospects brighten

Bank shares have been supported by expectations of higher interest rates but these could take some time to materialise. We prefer banks that are less reliant on the rate backdrop and note UK banks look attractive for patient investors.

07JUL 2017

Global Market Perspective

Global Market Perspective Q3 2017

In the latest economic and asset allocation views covering Q3 2017 we ask if investors have become complacent, review mid-year markets and look at the historical market impact of presidential impeachments.

JUNE

27JUN 2017

Markets

In praise of activist investors

Agitators are far from perfect, but they can play key role in spurring long-term thinking.

19JUN 2017

Economics

The story of the global economy in pictures - June 2017

In this month's infographic we look at the factors keeping global growth for 2017 on the right track and the risks that could derail it.

16JUN 2017

Markets

Is it time to focus on capital preservation, rather than capital growth?

We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.

07JUN 2017

Markets

What are the prospects for eurozone shares after the recent rally?

Eurozone shares have performed strongly as political risk recedes. We look at whether their good run can continue.

02JUN 2017

Economics

TalkingEconomics: European forecast update - from strength to strength

The eurozone continues to outperform expectations, although UK growth has slowed as expected.