Is Europe headed for “Japanese-style” stagnation?

From

When pessimists want to express the utmost gloom ahead for the eurozone they often cite Japan’s lost decades as their most-feared outcome for the 18-member area. The worriers invoke a

continue reading

The latest threat to the euro?

From

Search around Europe and encouraging signs emerge amid the immense unemployment and political agitation. The eurozone economy expanded 0.3% in the three months to December, to mark three straight quarters

continue reading

Does debt matter? The diverging tales of the eurozone and the emerging markets

From

Bond markets are full of surprises. Core government bonds have been one of the strongest performing asset classes in 2014, propelled in part by worrying signs of emerging market stress.

continue reading

Europe’s crisis response stirs danger of deflation

From

Greece, as is often the case, is a bellwether for all that is going wrong in Europe. Among the latest woes for an economy that has contracted for six years

continue reading

Stop differentiating between European “periphery” and “core”: the poster children of Eurozone reforms are now delivering the best returns

From

According to Threadneedle’s European equities manager Dan Ison, the traditional differentiation between the European “core” and the weaker “periphery” economies does not hold up anymore. Economies such as Spain and

continue reading

Nikko AM’s Global Investment Committee updates house view, maintains overweight equities stance

From

Nikko AM’s Global Investment Committee (GIC), which consists of senior investment professionals from the group’s global offices, has updated its views on the global economic situation, financial markets and asset

continue reading