What does the shift towards nationalist politics mean for the EU and France?
Schroders assesses the economic implications as populist parties look set to take more control of political agendas in Europe.
Schroders 13th Jun 2024
The Week: Europe: political uncertainty outweighs rate cuts
European markets had been set to accelerate, but political tensions may halt their progress.
Adviser-Hub 13th Jun 2024
Finding untapped potential in Europe
Marcel Stötzel, co-portfolio manager of Fidelity European Fund and Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities. With...
Fidelity International 7th Mar 2024
The Week: A European renaissance?
It’s been the best-performing sector for the year to date, but can Europe extend its recent run of form as the economic climate weakens?
Adviser-Hub 26th Apr 2023
Global updates: Central banks still tightening
After a positive start to the year, US stocks generally fell during February.
Adviser-Hub 10th Mar 2023
The Week: Europe: the right option for a recovery?
Europe has lagged the US for almost a decade. However, it has shown real strength since the start of this year. Can it sustain this momentum?
Adviser-Hub 23rd Feb 2023
The Week: Soaring oil price: is a recession inevitable?
The oil price hit new highs this week, as countries took steps to cut Russian oil out of their energy supply chain.
Adviser-Hub 9th Mar 2022
The Week: Europe’s going green
There has been a flurry of green bond issuance in Europe, does it solve the ESG problem for fixed income investors?
Adviser-Hub 8th Sep 2021
Global update: Growth and inflation are on the rise
Prospects for inflation and interest rates continued to garner headlines during June.
Adviser-Hub 15th Jul 2021
The Week: Boom times for the global economy
The global economy is flying, but with structural imbalances building, will its strength be reflected in markets?
Adviser-Hub 3rd Jun 2021
Fidelity International | Inside Fidelity: Sustainable engagement in Europe
Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. Here, portfolio managers Vincent Durel and Aela Cozic outline the ma...
Fidelity International 14th May 2021
The Week: Europe: the advantage of low expectations
Europe’s economic data may be weak, but its corporate sector is showing a buoyant recovery – and expectations are far lower than for the buoyant US.
Adviser-Hub 12th May 2021
Global bond market review: Corporate defaults on the rise
Investors’ attention shifted from safe havens to riskier assets during November.
Adviser-Hub 15th Dec 2020
Sentiment improves again
Our regular survey of Fidelity’s analysts across the globe provides a unique bottom-up insight into corporate sentiment and the health of the global economy. This month's findings reveal that sentimen...
Fidelity International 3rd Nov 2020
The Week: Oil price shock: the implications
The pandemic has already disrupted equity and bond markets, but now its influence is spreading to commodities markets and notably to the price of oil. What are the implications of rock bottom oil pric...
Adviser-Hub 23rd Apr 2020
Global update: March meltdown
The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.
Adviser-Hub 20th Apr 2020
The Week: Borisnomics: tax cuts and chlorinated chicken
Should we ever have been in any doubt, it is now absolutely clear that Boris Johnson is happy to take the UK out of the EU on 31 October, with or without a deal. If ‘no deal’ is the final option, can...
Adviser-Hub 29th Aug 2019
UK equity income market review: “Hope dies last”
Having tried – and failed – to get her Brexit deal through the House of Commons three times, Prime Minister Theresa May was obliged to seek an extension to the Article 50 process.
Adviser-Hub 17th Apr 2019
UK equity income market review: Brexit puzzle remains unsolved
The Brexit conundrum remained unsolved as March drew to a close, and the UK remained in the EU as Brexit Day was pushed out to 12 April. The yield on the FTSE 100 Index declined over March.
UK bond market review: Brexit uncertainties are unresolved
Following Parliament’s rejection of a no-deal Brexit, sterling surged against the US dollar to its highest level since June 2018 and against the euro to its highest level since April 2017.
Global bond market review: European slowdown drives demand for bonds
Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.
The Week: Why do we still group funds by geography?
In a globalised age, why do we persist in grouping funds by geography?
Adviser-Hub 11th Apr 2019
The Week: Active vs Passive
A new report from BMO Global Asset Management has issued a major challenge to the assumption that passive funds always outperform the average active manager.
Adviser-Hub 28th Mar 2019
MPs vote to delay Brexit
Having rejected the possibility of leaving the EU without a deal, MPs voted by 402 to 202 in favour of requesting an extension to Article 50.
Adviser-Hub 19th Mar 2019
Europe market review: Headwinds to European growth
Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...
Adviser-Hub 25th Feb 2019
The Week: Markets rebound; but why?
Markets re-found their footing this week with European stock markets hitting a three month high.
Adviser-Hub 14th Feb 2019
Which Regions offer the Best Factor Returns
While factor return products are becoming more and more popular, investors may be interested if factor returns are higher in certain regions than others. This month, we investigate the size of factor...
Adviser-Hub 12th Nov 2018
Italy’s spending plans raise eyebrows
September 2018 Having recovered slightly during September, share prices in Italy fell heavily at the end of September as Italy’s government raised eyebrows with a controversial budget. The go...
Adviser-Hub 5th Oct 2018
Consumer confidence dips in Europe
August 2018 Share prices dipped across European markets at the end of August following the news that consumer confidence in the eurozone had posted a sharp drop. According the European Commission (...
Adviser-Hub 5th Sep 2018
Video: Is the world economy slowing?
Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. Keith Wade, Chief Economist & Strategist, examines the three factors that we believe to be driving the slo...
Schroders 22nd Aug 2018
Emerging markets review: No winners in a global trade war
July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...
Adviser-Hub 14th Aug 2018
Europe market review: ECB unlikely to raise rates before summer 2019
June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...
Adviser-Hub 13th Jul 2018
Investec | Geopolitical landscape
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
Ninety One 13th Jul 2018
Global bond market review: 10-year Treasury bond yields breach 3%
April 2018 The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...
Adviser-Hub 22nd May 2018
Europe market review: Europe reacts to a possible trade war
European markets were rattled during March over the prospect of a possible trade war with the US following President Donald Trump’s decision to impose a 25% levy on steel imports and a 10% levy on alu...
Adviser-Hub 17th Apr 2018
Europe market review: Post-Brexit future of Northern Ireland remains in doubt
February 2018 European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....
Adviser-Hub 14th Mar 2018
Brexit negotiations are cleared to move on
December 2017 The UK performed relatively strongly during December compared with many other major equity markets; over 2017 as a whole, however, the performance of the FTSE 100 Index was dwarfed by...
Adviser-Hub 10th Jan 2018
Global update: Renewed aggression from North Korea
North Korea returned to the forefront of investors’ awareness in November following its decision to fire another ballistic missile towards Japan.
Adviser-Hub 5th Dec 2017
The Week: Gloom and gloomier
If the Chancellor’s Budget predictions for UK growth were not gloomy enough, the OECD made some even gloomier ones this week.
Adviser-Hub 28th Nov 2017
Europe market review: Observations on the French election
Observations on the French election Emmanuel Macron and Marine Le Pen have won the first round of voting in the French presidential election and will face each other in the final round on May 7. Th...
Adviser-Hub 2nd May 2017
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