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.
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.
The Bank of England increases rates
As expected, the FOMC voted to maintain the federal funds rate at a range of 1.00% to 1.25% at the November meeting, citing “realized and expected labor market conditions and inflation” as the driving forces behind today's decision.
Portfolio considerations for investors concerned about a downturn
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
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 the fourth quarter of 2018
A summary of the factors driving global markets over the last month.
Review of markets over the second quarter 2017
A summary of the factors driving global markets over the last quarter.