Four views: Is it time to buy European equities?
Portfolio Adviser asks four experts if European equities are bouncing back considering the headwinds the region faces
Germany
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Will the European Central Bank cut interest rates faster than expected?
The bank is forecast to cut rates earlier than expected after being ‘spooked’ by a rapid fall in inflation
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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PA ANALYSIS: The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stockmarket performance?
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The shifting landscape of renewable energy
The Ukraine crisis looks to have exposed the naivety of energy policy across the globe but could a more robust, better-considered approach now take its place?
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Crispin Odey to sue regulator over Wirecard short-selling ban
The German regulator sought to stem short-selling in the financial payments business at the start of 2019
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Under the bonnet as Europe’s largest economy slows
Germany still on course for growth as trade issues hit industrials
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Royal London opens Ireland subsidiary
Brexit sees the company ‘writing a new chapter’ with the creation of 20 jobs in Dublin
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Seven Black Friday bargains
Consumers in the UK and globally will seek out bargains on Black Friday, but what about the investment world? Portfolio Adviser looks at the views of seven managers and areas in the market that they see as undervalued.
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PA ANALYSIS: Has German election killed the European Spring?
Many fund managers dismissed the historical German election results as “insignificant for markets”, but they have failed to consider its impact on the status quo and the possible reversal of recent political trends.
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Why the German election matters
You may be forgiven for not staying up late this Sunday to watch the results of Germany’s parliamentary elections, but Chancellor Merkel’s widely-anticipated victory is likely to impact the future direction of bond spreads.
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European REITs will become ‘main beneficiary’ of negative rates – Baring
In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.
