ANALYSIS: Time to top up on European equities
Today’s eurozone data certainly gives investors something to think about. Should the action that follows this thinking be a raising of your European equities weighting?
GDP
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CEOs fret about global GDP growth
2017 has been heralded by asset managers as the year of accelerating global growth. But CEOs aren’t having any of it. Uncertain economic growth is their top concern for this year.
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Japan reports surprisingly strong GDP growth
Japan has reported third quarter annualised GDP growth of 2.2%.
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China GDP growth report raises suspicion
China has reported annualised gross domestic product growth of 6.7% for the third quarter, in line with market expectations and the government’s own forecasts. But market watchers are suspicious about the medium-term outlook.
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China GDP climb does little to reassure investors
China’s second quarter annualised gross domestic product figure of 7% beat expectations of 6.8% but it has done little to increase investor confidence in the world’s most populated country.
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Investment constraints bite for optimistic Spaniards
As Spain is now the fastest-growing eurozone country, with year-on-year GDP growth of 2% in the final quarter of 2014, fund selectors in the capital Madrid are now Europe’s biggest optimists when it comes to the economic prospects. A record 80% of fund selectors have a positive macroeconomic outlook, while bears are nowhere to be seen.…