Beyond Bulls & Bears

Europe’s Main Event: Economics vs. Politics
Equity

Europe’s Main Event: Economics vs. Politics

I believe the concerns (US President Donald) Trump has regarding trade with Mexico and China would not apply to Europe. Europe is not a low-cost area, not only where wages are concerned, but also where taxes are concerned.

European Bond Market: What Lies Beyond the Politics?
Fixed Income

European Bond Market: What Lies Beyond the Politics?

While politics may dominate the investment agenda in Europe and further afield, it won’t be the only theme for investors, in our view.