Keep your eyes on the road and your hand on the economy – Charles Stanley
Charles Stanley’s John Redwood on how keeping an eye on the auto industry provides a bellwether for the global economy.
Germany
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Baring flags up German opportunities
Baring Asset Management has pointed to German equities as an asset class investors should target, despite ongoing trouble for the European Union.
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PA ANALYSIS: Ways to beat the heat in the bond pressure cooker
After months of grinding yield compression the pressure valve on the German sovereign bond market was released, with 10-year bund yields jumping almost ten-fold in the space of a few days.
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German bunds collapse more important than election – Miton’s Jane
The General Election may have dominated the headlines this week, but bond investors should be much more concerned by the bund price plunge, says Miton Asset Management’s David Jane.
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Germanys seventh heaven mirrored in equities
Ive been trying to resist mentioning Germanys humbling of Brazil in the World Cup on Tuesday, but investors might like to know that the German DAX has outperformed Brazilian equities by sevenfold in the past five years.
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Why Europe needs to raise its game
Peripheral Europe needs to raise its game against Germany if it is to prosper, while disparate inflation rates are a necessary part of the eurozones very painful adjustment process, according to Arbuthnots Ruth Lea.
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German GDP figures show domestic growth
German GDP figures released on Wednesday showed weaker than expected growth.
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pa analysis german election uk investors
If the market response is anything to go by, Angela Merkel’s re-election as German Chancellor and her Christian Democrat party’s emphatic victory at the polls has little relevance for investors.
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confidence improves in germany
German business confidence unexpectedly improved during November, adding to hope that the eurozone’s largest economy could rebound.
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italy remains main destination for bond funds
The latest research from EPFR shows some surprising European allocations from equity and bond investors and fund managers as we get towards the end of a topsy-turvy year.
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lets hope Merkel makes the right decision
Jeff Keen urges Chancellor Angela Merkel to make the right decision and put Europe security ahead of German domestic policy.
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Germany weakens resistance to introduction of a eurobond
Germany is said to be waivering in its opposition to a eurobond to spread the region’s debt.
