Quarterly Perspectives - Europe
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
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How could trade tensions affect global markets?
The trade dispute between the US and China shows few signs of resolution. Why are global tariffs rising, which economies are most vulnerable and how can investors position themselves for this more challenging environment?”
Europe's recovery: From caterpillar to butterfly?
This paper examines the recovery progress seen in European markets since the start of 2015.
Review of markets over November 2017
A summary of the factors driving global markets over the last month.