European stocks likely to be caught in US-China crossfire, warns Barings
EU needs to reform its approach to economics and foreign policy to give it leverage in an sharp-elbowed world.
Investment
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Assessing impact of Mercosur and Vietnam EU trade deals
As eurozone growth stalls, analysts weigh up how two major EU trade deals will translate into investor returns
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Green shoots of optimism around Mexican debt
After a bumpy start, investors are getting to grips with risk opportunities under Amlo, says Barings’ Omotunde Lawal
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Cautious optimism greets Lagarde’s ECB appointment
French lawyer expected to continue predecessor’s aggressive monetary policy should inflation stay sluggish
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LGIM unveils thematic ETFs focused on disruptive tech
Three new Ucits funds will focus on opportunities created by innovations in AI, healthcare and clean water
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Woodford offers feeble excuse on small-caps as fund remains suspended
Beleaguered fund manager’s explanation as to why illiquid positions swelled defies economic logic, say analysts
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Fund selectors sour on illiquids after scandals
Over three quarters of fund selectors polled in Luxembourg said they were avoiding illiquid assets at present time
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Popular view on Italian bonds ‘far too bearish’
Investment case for BTPs remains compelling despite concerns over country’s populist government, says Allianz
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Rethinking absolute return after its annus horribilis
It would be easy to lose faith in absolute return after it suffered big outflows last year, but value can still be found
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US China Trade Tensions Set Stage For A Volatile Quarter
Quarterly Outlook – Global Equities
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New Era Bodes Well For Japanese Companies
Quarterly Outlook – Japan Equities
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Dovish Tone Marks the Return of Monetary Easing
Quarterly Outlook – Fixed Income