Europe

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John Chatfeild-Roberts: Balancing investment risk as the Brexit clock ticks

Investors should capture performance in the good times, but also manage risks in our challenging global economic and political environment When a letter signed by Prime Minister Theresa May was delivered to President of the European Council Donald Tusk at the end of March, it formally triggered the now-famous Article 50 of the Lisbon Treaty and started the […]

Sector focus: Why European banks are exciting investors again

European markets have recently seen a rotation into value areas, away from growth or high quality stocks. This is evident just by looking at the MSCI Europe Growth index versus the MSCI Europe Value index, with the former having risen only 13.3 per cent in 2016 compared to the latter’s 24.4 per cent. There are […]

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Which big names have dropped out of top 10 fund group list?

Franklin Templeton, M&G and Pimco are no longer among the top 10 largest asset managers in Europe following a period of underperformance and continued outflows. Emerging markets group Franklin Templeton was the third largest fund house in Europe by assets under management in 2013, but has now dropped to 15th position, the Financial Times reports. […]

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ECB scales back QE to €60bn a month

The European Central Bank has announced it will extend its monthly asset purchase programme beyond March 2017 but will reduce it from €80bn to €60bn from April. In today’s meeting of its Governing Council, the ECB said the quantitative easing programme will continue until at least the end of December 2017, or beyond if necessary, […]

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Italy vote compounds problems for ailing banks

Markets have had a muted response to Italy’s referendum result which rejected prime minister Matteo Renzi’s constitutional reform plans that would have diluted the power of the Senate. Renzi resigned last night as the results showed 59 per cent of the electorate voted against the measures. As at 9.30am, the euro was at $1.0634, a fall […]

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Fund managers look for bargains ahead of Italy vote

Fund managers are hunting out bargains in unloved Italy ahead of the country’s constitutional reform referendum this weekend, which is expected to create political uncertainty if voters reject the measures. Polls point to a ‘no’ vote and prime minister Mario Renzi has indicated he could resign in such a scenario. Renzi has been campaigning to weaken […]