US election holds risk for European markets
But opportunities lie in green transition, digitalisation, and defence
Ukraine
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EIB: Pessimism darkens across Europe
European Investment Bank report also shows a marked decline in the investment appetite of firms
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Atlantic Council: Europe’s new industrial plans walking a risky line
Washington-based think tank says Europe’s industrial sector faces ‘formidable challenges’
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Can investing within defence be a public good?
Centre for Economic Policy Research (CEPR) has made the case that investing within defence is a public good
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Defence investing booms from war in Ukraine
A third of ESG funds in Europe and the UK have increased their investments in the sector
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How have recent European elections impacted energy?
Morningstar’s Tancrede Fulop analyses how government shake-ups in the UK and France will affect the utilities sector
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Zelensky argues for foreign investment to rebuild Ukraine
Ukrainian president Volodymyr Zelensky spoke at the Davos meeting in Switzerland this week on the potential for long-term foreign investment into the country. The president appeared onstage at the event to argue that a strengthening of Ukraine’s economy would lead to a strengthening in the security of Europe. He also spoke of the need for…
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EC to invest heavily to rebuild Ukraine as green industry ‘hub’
The European Commission (EC) is preparing a €50-€60bn package to help support Ukraine’s National Plan to rebuild the country. Addressing the Kyiv Investment Forum, EC president Ursula von der Leyen said Ukraine had the people and the determination to make the country a “hub of green industry and digital innovation”. “The city of Kyiv is…
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Ukraine targets $400bn in FDI
A lofty goal given it was the 56th largest recipient of inbound greenfield FDI globally in 2020
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EU considering joint debt issuance to help Ukraine reconstruction
As US passes bill to send $40bn aid package
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Divisions emerge as Europe plots to end Russian oil imports
As German exports to Russia hit two-year low
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Russian invasion of Ukraine disastrous for fund performance
Only five funds – out of 1,115 – managed to remain top quartile in Q1