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Will France march to a different beat under Macron?

Geoffroy Lenoir - 10 MAY 2017

Emmanuel Macron has outlined an ambitious reform agenda after beating far-right rival Marine Le Pen in the French presidential election. But will he be able to deliver on his promises to revive the French economy and unify Europe?

Europe Economic research Fixed income

insight

Industrials: time for a cyclical recovery?

- 07 MAY 2017

Although evidence of short cycle recovery suggests an industrials renaissance, investors should be wary of overpaying for growth.

Global Equities Economic research

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Can Asian economies withstand the protectionist threat?

Maulshree Saroliya - 04 MAY 2017

US President Donald Trump has threatened to slap tariffs on imports from East Asia. Maulshree Saroliya considers how the region’s economies will fare in an environment of heightened trade protectionism.

Asia Pacific Economic research

insight

Europe braced for M&A wave

- 28 APR 2017

Cross-border M&A is on the rise, with US companies increasingly making acquisitions in Europe and the UK. We consider the implications for equity investors.

Europe Equities

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European equities: too much, too soon?

Edward Kevis - 27 APR 2017

European equities have performed strongly in the last few months, despite a backdrop of omnipresent political risk. Ed Kevis explores whether the rally is sustainable.

Equities Europe

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Manchester – unlocking the potential of a knowledge-based economy

Chris Urwin - 20 APR 2017

Manchester is set to capitalise on thriving IT and media sectors, global transport links and renowned universities to profit from the changing role of cities as drivers of growth.

Real estate UK

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European rates: will the road back to normal be smooth or rocky?

Charlie Diebel - 19 APR 2017

The path to monetary policy normalisation in the Eurozone may be strewn with potential hazards, but it remains negotiable with care, argues Charlie Diebel.

Europe Fixed income