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
Italy
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Beneath the bonnet: The case for Celsius, Danieli and Muji
Three fund managers share stocks that are making a difference
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How the European Parliamentary elections could impact markets
FE investment analyst Sophie Meatyard on how passing laws could become more difficult
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Is another European debt crisis around the corner?
EU and Italian standoff has reignited eurozone debt concerns
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More Italian bond turmoil around corner, warn analysts
Italy’s government backtracked on spending plans following a negative reaction, but further EU clashes expected
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Italian fiscal policy could see more hawkish ECB
Italian expansionary fiscal policy is more likely to inform European Central Bank policy than political threats to financial stability, with some investors raising concerns the central bank could soon switch to a more hawkish tone.
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Europe bulls could eye UK on political shocks
UK equities could be a beneficiary of Spanish and Italian political turmoil, despite investors playing down existential risk to the European Union from the peripheral economies.
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David Zahn: Populism is not dead, it’s on holiday
Populism in Europe is not dead, it’s just on holiday, according to the head of European fixed income at Franklin Templeton Investments.
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Do Italian election results reignite the populist threat?
The Italian election looks set to result in a hung parliament as widely expected, but fund managers are concerned a strong showing by right-wing and populist parties poses a threat to eurozone stability.
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Hung Italian parliament is best for investors
The consensus forecast of no clear winner in this weekend’s Italian election coming true is the best short-term scenario for financial markets and the economy, according to industry experts.
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Aviva: Italy an attractive bet for 2018
While Italy faces election and non-performing loan (NPL) challenges, Aviva Investors believe that its market looks attractive for investors in 2018 but fund selectors warn the country should not be a core part of a global portfolio.
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European recovery ‘not a blip’
The European economic recovery is not just a blip, fund buyers believe.
