Euro vision: What Europe’s valuation discount means for investors
As Europe’s political and economic woes mount, and incoming US president Trump’s trade tariffs loom large, what are the region’s investment prospects
Macro Views
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Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
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Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
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Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
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Amundi CIO Vincent Mortier on tariffs: ‘There are always winners and losers…but the losers outweigh the winners’
Amundi CIO discusses the potential impact of the upcoming US election on markets
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BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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Morningstar: Why Japan is encouraging M&A activity
Deal-making in Japan will create a far more dynamic market for the years to come, writes Daniel Haydon
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Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
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Chinese markets soar following announcement of ‘aggressive’ stimulus package
People’s Bank of China has announced measures to guide growth back to its 5% target
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Interest rates: Tough decisions ahead for central banks
Will the Federal Reserve and Bank of England agree to more interest rate cuts when they meet again this week?
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ECB cuts interest rates 25bps to 3.5%
Industry commentators anticipate one more cut by the ECB this year
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US jobs data gives Fed ‘reasons to cut, not to panic’
Commentators react as the S&P falls following the release of non-farm payrolls