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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Review of markets over November 2019
A summary of the factors driving global markets over the last month.
An absolute majority for Macronomics
As widely anticipated, Emmanuel Macron’s La Republique en Marche party has won an absolute majority in the French National Assembly after the second round of legislative elections on Sunday 18 June.
Macron conquers, but France remains deeply divided
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
The ECB “stretches” its monetary policy
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
A case for Europe
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Europe's recovery: From caterpillar to butterfly?
This paper examines the recovery progress seen in European markets since the start of 2015.