Mondrian: Europe is making a quiet comeback
European equities have reversed three years of underperformance versus the US in the first quarter alone and look set to continue its mini renaissance
Europe
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US trade tariffs trigger rocky ride for dollar
Capital Economics’ Neil Shearing spoke to delegates at the Portfolio Adviser Spring Congress about US trade tariffs, Europe’s stagnant economy and the outlook for inflation and interest rates
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Fund manager profile: Liontrust’s Samantha Gleave on making Europe great again
Samantha Gleave, co-manager of the Liontrust European Dynamic fund, on the changing sentiment towards European equities
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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HANetf launches European defence ETF excluding US companies
It seeks to benefit from the €800bn plan unveiled by the European Commission yesterday as the US withdraws military support
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Will a Ukraine ceasefire boost or burden Europe?
Europe has rallied at the prospect of a ceasefire, but the subsequent costs on Ukraine’s neighbours could prove to be yet another headwind
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AllianceBernstein: Are European equities finally poised for a resurgence?
Despite the threat of tariffs, macro conditions in Europe could be improving after a period of lacklustre returns, writes Marcus Morris-Eyton
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European markets boosted by defence stocks
Stoxx 600 and Dax 40 both hit highs following the start of talks between the US and Russia over the Ukraine war
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Amundi launches Europe ex-UK fund for UK investors
Concentrated fund with 35-45 holdings
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Asia sees the light on ESG
Fund managers say those Asian businesses forging ahead on sustainable investing are largely self-motivated rather than responding to governmental initiatives
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ECB cuts interest rates to 3%
The 25 basis points cut is the fourth carried out by the central bank this year
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View from the top with PGIM’s Matt Shafer: Mission possible
PGIM’s head of international distribution is tasked with extending the US intermediary’s reach across Europe, the UK and Asia