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.
German GDP figures released on Wednesday showed weaker than expected growth.
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.
German business confidence unexpectedly improved during November, adding to hope that the eurozone’s largest economy could rebound.
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.
Jeff Keen urges Chancellor Angela Merkel to make the right decision and put Europe security ahead of German domestic policy.
Germany is said to be waivering in its opposition to a eurobond to spread the region’s debt.
European and global ex-US equity funds flocked to Germany in record numbers in July.
The founder of Odey Asset Management has some typically idiosyncratic views on the market.
