european economy

Rising fixed income opportunities

The US, UK, and France face high and rising public debt, where increased defence spending will add to the problem.

Households continue to follow the US experience, drawing on the excess savings built up during the pandemic.

Falling job vacancies could see sharp increases in unemployment in the US and UK, while the EA and Australia look further from this point.

Euro area core inflation has picked up recently in trend terms on stronger services inflation.

The latest in Europe’s long list of issues Eurozone inflation is continuing to soar to record highs, with Eurostat (the EU’s statistics body) recently announcing...

Since late last year we’ve viewed 2021 as a year of potential and opportunity in global equity markets. While a lot of focus has been on the US and the mega-cap Tech...

CIO Paul Moore says there is somewhat of a disconnect between the gloom that is being reflected in negative interest rates, and what he personally observed in his...

The French elections are now seemingly a done-deal, with a market friendly outcome most likely. So it's worth checking in on European equities, as I did in my weekly...