PA ANALYSIS: A poor Q2 could signal a healthy H2
Q2 GDP figures were abysmally low but ‘base effect’ means that H2 could show signs of improvement.
Europe
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Patience will be rewarded through attractive valuations
Bob Doll gives his views on market moves and policy actions to see a strong long-term equity outlook
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PA ANALYSIS: How long will safe haven assets remain safe?
Investors looking to safe haven assets may find they are not necessarily safe over the long term.
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OECD GDP growth continues to slow
The OECDs gross domestic product slowed to 0.2% in Q2 2011, down from 0.3% in the previous quarter.
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Merkel and Sarkosy propose tighter eurozone intergration
Angela Merkel and Nicolas Sarkosy have announced proposals for closer eurozone fiscal union.
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Greece bailout package largely applauded
Greece’s 100bn bailout package has been greeted positively by markets and country leaders alike.
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Europe has to take the difficult decisions
Andrew Bell argues Europe needs to take tough decisions to stave off a bigger economic failure.
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Barclays Capital unveils European volatility fund
Barclays Capital has launched a fund to counter sharp drops in the European equity markets.
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Cedric de Fonclare to run Jupiter European Income Fund
Cedric de Fonclare is to run Jupiter’s European Income Fund when Malcolm Millar leaves the firm.
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Creating a drachma out of a crisis
Andrew Bell says confidence and sustainability are two key factors in resolving the sovereign crisis
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PA ANALYSIS: Roubini right to say ‘eurozone will break up’
When Nouriel Roubini says the eurozone is heading towards a break-up, it is worth paying attention.
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Artemis to launch Euro Opps fund for new LVAM hires
Artemis Investment Management has hired two new European equity fund managers from LVAM.
