europe

Forager's Gareth Brown explains how the team sorted AI's software winners from losers, where he's finding value, and a call that went wrong.

Markets love a theme. So we asked: is there a “snow trade”? We put the host, the sponsors and the medal leaders under the microscope.

President Trump announced over the weekend that, beginning February 1, the U.S. will impose a 10% tariff on all goods imported from Denmark, Norway, Sweden, France,...

US stocks have dominated global returns for years, now Europe is poised for a stronger relative growth, fuelling new opportunities.

With Australian and US stocks more expensive than ever, fund managers are looking to Europe for the best growth opportunities

At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several factors have...

There may be significant uncertainty around the political framework but structural investment opportunities still abound.

A snap election seems likely to lead to a marked deterioration in an already difficult fiscal outlook for France.

Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.

This week’s charts begin with a dashboard breaking down the much tighter labour markets of the OECD