How high can gold go?
‘A rising dollar is usually accompanied by a weakening of gold prices and vice versa’
Analysis
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How will global value chain disruption fallout affect trade?
Renationalisation of chains likely a longer-term process, say observers
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Dim outlook for European retail real estate
But baseline scenario sees 2022 recovery of FTSE Epra Nareit Developed Europe Index
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Is French instability a worry for investors?
What do asset managers make of recent political changes in Paris?
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ANALYSIS: Is EU bailout the first step to fiscal integration?
‘It implies that there will be pan-European taxes to finance the payback of the debt’
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Should company bailouts mean sector rethinks?
Does financial aid change the investment case for recipient firms and industries?
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Are European fund manager M&A deals in line for a covid kick?
Few major mergers compared with other regions, but that may be down to a different way of thinking
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Disease and debt now – dispersion later?
Current environment presents opportunities for hedged strategies, such as long/short equity
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Is a floor on bond yields on the cards?
ECB shows reluctance to cut rates but deflation could force its hand
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Court sentences director linked to EPF fraud case
Equity Power Fund was under same umbrella as collapsed Columna Commodities sub-fund
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Smart city funds are surfing mega trend waves
As stocks investing in digital and resilient companies jump due to the crisis
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Healthcare stocks – race for a remedy
Hunt for treatments and vaccines puts spotlight on pharmaceutical companies