Europe ex UK
We highlight some of the charts that we found interesting this month, including UK house prices, Chinese trade and the declining dollar.
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.
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.
Global Market Perspective
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.
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.
We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.
Eurozone shares have performed strongly as political risk recedes. We look at whether their good run can continue.