Europe’s economy continues to grow and fundamentals appear sound, but could political headwinds, not least the threat of a trade war with the US, bring the continent’s recovery to a premature end?
Equity

Should high net worth clients really risk exposure to emerging markets?
Developing economies have endured a turbulent few months, but even over the longer term they tend to display more volatility than developed markets. Are high net worth investors better off avoiding them completely?

Fintech on Friday: Emerging markets becoming centres of innovation
The technology sector has been a big driver of emerging market returns of late and there are now signs that these economies are becoming innovation hubs in their own right

Are emerging markets set for a new taper tantrum?
A strengthening dollar led to outflows across emerging market asset classes in recent weeks, with Turkey and Argentina hardest hit. Are they the first in a line of dominos, or are fundamentals strong enough to ride out this turbulence?

Fears over Trump’s trade wars add to turbulence
Although volatility returned to US equities in the early months of the year, the country's economy remains strong and markets appear well placed to continue their upward trend

Emerging markets back after lengthy spell on sidelines
Having endured a torrid few years, emerging markets are once again outperforming their developed peers and valuations remain attractive, so is now the time to invest?

Why the return of diversification between asset classes is good news for investors
Investors have been deprived of the benefits of diversification since the financial crisis as equity and bond returns have mostly been moving in tandem. But the correlation between asset classes has started to fall away, just as it has within equity markets themselves

Pick-up in growth puts bank stocks back in favour
The prospect of financial deregulation has fuelled a sharp recovery in US banking stocks, while normalising rates would give European financials a welcome boost

Trump trade stalls as market worries over policy delivery
US equity markets have surged on the promise the Trump administration will deliver policies to boost the country’s economic output. But as the president’s agenda appears to stall, are we in line for a correction?

US equities hit record highs as fears over recession fade
Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?
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