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’
Analysis
-
-
Should company bailouts mean sector rethinks?
Does financial aid change the investment case for recipient firms and industries?
-
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
-
Disease and debt now – dispersion later?
Current environment presents opportunities for hedged strategies, such as long/short equity
-
Is a floor on bond yields on the cards?
ECB shows reluctance to cut rates but deflation could force its hand
-
Court sentences director linked to EPF fraud case
Equity Power Fund was under same umbrella as collapsed Columna Commodities sub-fund
-
Smart city funds are surfing mega trend waves
As stocks investing in digital and resilient companies jump due to the crisis
-
Healthcare stocks – race for a remedy
Hunt for treatments and vaccines puts spotlight on pharmaceutical companies
-
What could sustainable exit from covid-19 ‘debt trap’ look like?
The effectiveness of monetary policy in an era of low interest rates
-
Fund Manager Picks – Renewables
Two managers and a senior analyst give their views on the future of investing in sustainable energy
-
Viewing value stock potential through a macro lens
What the recent outperformance of value stocks in the wider economic context means
-
A look at safe havens
As coronavirus bites many investors may look to shield portfolios by moving into defensive assets