Andrews Gwynne blasts “irresponsible” bulls
A bullish mood towards equities is “beyond irresponsible” according to Andrews Gwynne, which also claims investors are burying their heads in the sand over economic woes.
Eurozone
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IG and government bonds hit as eurozone inflation worries rise
Eurozone investment grade and government bonds continued to see outflows as inflation expectations rose, according to Bank of America Merrill Lynch research.
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EM debt star to stay on the rise amid Brexit fallout and Fed rate hike
More than half (54%) of the respondents surveyed by NN Investment Partners expect institutional investors to raise their exposure to emerging market debt over the next three years despite volatility inducing events like a Federal Reserve rate rise and the Brexit aftermath.
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Business confidence in Europe sees summer fall
Business confidence in the eurozone fell notably over the summer according to today’s update to the European Commission’s Business Climate Indicator.
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Woodford: ‘Polarised and parochial’ Brexit debate ignores EU impact
Neil Woodford believes Brexit would cause crisis in the EU and tremors in the eurozone, but a weaker sterling could ultimately be beneficial to his funds.
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Six eurozone factors to focus on in 2016
After years of economic stagnation, the gradual recovery in the eurozone is beginning to show signs of sustainability.
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Eurozone sentiment set to pick up
The eurozone’s economic sentiment index fell in January to 105 from a revised 106.7 in the previous month but it will pick up later in Q1, according to Moody’s Analytics.
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PA ANALYSIS: Brexit beyond the headlines
Workers at Toyota’s plants in Burnaston and Deeside will breathe a sigh of relief on the car maker’s renewed commitment to the UK, but it’s a sign of further questions to come on Brexit.
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PA ANALYSIS: A good day for Eurozone investors?
Mario Draghi sounded a sombre note at today’s European Central Bank meeting, suggesting lack of structural reform and pressure from emerging market weakness were holding back the Eurozone recovery.
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PA ANALYSIS: Euro equity investors’ fingers on the ‘buy’ and ‘sell’ triggers
Ask a panel of investors where the best growth opportunities are, and you can bet a fair amount will say European equities. But amid the furore, are they actually really taking the plunge?
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PA ANALYSIS: Greece crisis resolved in time for the summer hols… Right?
News that Greek Prime Minister Alexis Tsipras has seemingly given in to creditor demands certainly cheered markets yesterday.
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PA OPINION: The ‘PIIGS’ are alright
Everyone is getting in a panic about ‘Grexit’, but it’s the return of the term ‘PIIGS’ that really grates.