- 23 Apr 2019
European equities are trading at five-year valuation lows due to growth fears and record fund outflows. However, lost among the macro headlines is [...]
European equities are trading at five-year valuation lows due to growth fears and record fund outflows. However, lost among the macro headlines is [...]
Playing the weakness in Italian financials on the back of the NPL crisis was one of our key themes in 2016. Since then, a number of steps have been [...]
2017 has started strongly for equity markets. The MSCI World index, a gauge of global stocks, recently touched all time highs. Global risk appetite [...]