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
Germany
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Natixis: German fiscal ‘bazooka’ makes European bonds ‘a lot more interesting’
‘At last, Germany will spend’, said panellists at the Natixis Thought Leadership Summit
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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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Macro matters: German debt debate
As politicians and economists call for fiscal reform ahead of Germany’s federal election, PA asks what policy change might look like and what impact it could have for the wider eurozone market
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View from the top with Royal London AM’s Phil Reid: Our mutual friend
Company’s mutual status is synonymous with a longer-term approach to growth, something that is front of mind as it eyes international expansion
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Euro vision: What Europe’s valuation discount means for investors
As Europe’s political and economic woes mount, and incoming US president Trump’s trade tariffs loom large, what are the region’s investment prospects
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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
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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