Knacke’s money maps: The age of deflation
The 2020s is not the 1970s, writes Ernst Knacke, head of research at Shard Capital, but more like the early 1900s
Europe
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PGIM Fixed Income: Five risks US tariffs pose to European markets
Global trade tensions could exacerbate Europe’s competitive decline, writes Katharine Neiss
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Building foundations: Rethinking financial risk in the European real estate sector
The sector’s debt is unsustainable, yet it is being labelled as low credit risk, writes Neuberger Berman’s Usson
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Invesco: European ETF assets hit $2trn in Q2
Assets under management leapt $58bn over the period
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Generation next with RBC Bluebay AM’s James Bailey: ‘Being right is not enough’
The portfolio manager on the next phase of the global economy, how skilled managers can get an edge on the machines and the danger of following the crowd
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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MAPFRE AM converts three funds to Article 8
Part of company’s sustainability plan to classify 95% of funds under ESG criteria
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Kempen’s Plouvier: How I learned to stop worrying and start loving European banks
Investors have been bruised by European banks, but it is worth re-examining their negative perceptions, writes Luc Plouvier
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Graniteshares: European short sellers target consumer discretionary sector
A quarter of the 100 most shorted European companies came from the sector
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Strong eurozone growth paves the way for June rate cuts
‘Meaningful’ economic growth in the eurozone in the first quarter is a ’cause for optimism’
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View from the top with Klaus Schuster: It’s important to communicate, to join the dots
The CEO, EMEA, at Fiera Capital, discusses organic growth, private markets and investing in natural capital
