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Insights

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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

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View from the floor: volatility: down but not out?

- 18 APR 2017

In the latest View from the Floor podcast, Nick Samouilhan, Trevor Leydon, Ben Maynard and James McAlevey consider why volatility remains subdued and what might trigger its resurgence.

Fixed income Multi-strategy Multi-asset Global

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Emerging markets: are risks in Turkey overplayed?

Aaron Grehan - 17 APR 2017

Investors who look through the negative headlines can still find opportunities in Turkey, argues Aaron Grehan.

Fixed income Emerging markets

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Equities: taking the long view

Giles Parkinson - 12 APR 2017

The stock market is frequently, sometimes justifiably, seen as the epitome of short-termism. There are plenty of instances where the opposite is true, although accurately assessing companies’ long-term prospects is not straightforward, writes Giles Parkinson.

Global Equities

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