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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Allianz - German economic forecast 2018

The German economy clearly moved up a gear in the first half of 2017. At an annual rate, real gross domestic product (GDP) growth came in at 2.7%, the strongest since the first half of 2011. “It can be assumed that healthy economic growth will continue in the second half of the year as well, although GDP growth rates are likely to be somewhat more moderate than in the first six months”, said Michael Heise, Chief Economist of Allianz SE. 

Company: Allianz
Date added: 23-11-2018
Sector: European Equities

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Schroders - Europe is booming

Strong growth and falling inflation means investors can continue to enjoy the Goldilocks environment.

Company: Schroders
Date added: 31-10-2018
Sector: European Equities

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Schroders - Political risks simmering: Spain, Italy and Austria divided

We look at the political risks simmering in Europe and the potential issues with global growth without wage inflation.

Company: Schroders
Date added: 31-10-2018
Sector: European Equities

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TOP PERFORMING EQUITY INCOME FUNDS: SPOT THE DIFFERENCE

The ‘hunt for income’ has been a theme institutional investors have been battling with since record low interest rates have seen the continued erosion of lucrative yields. 

Company: Style Analytics
Date added: 17-07-2018
Sector: European Equities

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Allianz - Economic Insight: Germany - Lasting economic success cannot be taken for granted

On 24 September, this year of European elections will reach its next climax: the election of a new German government. These elections are taking place against the backdrop of a pronounced boom in the German economy.

Company: Allianz
Date added: 30-11-2017
Sector: European Equities

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Allianz - Euro area: Inflation target will be achieved if unemployment continues to fall

The labor market in the euro area has been improving since 2013. Although the number of people in work exceeds 2008 levels, the number of unemployed is still over 3 million higher. 

Company: Allianz
Date added: 30-11-2017
Sector: European Equities

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Schroders - EuroView: Rotation, earnings recovery and a view from the US

Rory Bateman discusses key themes in European equities, including the rotation towards value, prospects for corporate earnings, and the investment implications of a Donald Trump presidency.

Company: Schroders
Date added: 25-01-2017
Sector: European Equities

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Invesco - European equities: Because experience matters

The past few years have not been easy for the European economies, with the global financial crisis followed closely by the sovereign debt crisis. However, these events have led to both social and economic reforms across the region that have resulted in a European financial system significantly more robust relative to previous years, and with much to be optimistic about in terms of the economy and corporate earnings. Ultimately, the region has emerged strengthened.

Company: Invesco
Date added: 01-01-2017
Sector: European Equities

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Schroders - Outlook 2017: European Equities

2017 could be a volatile year for European equities but this can create significant investment opportunities, particularly as earnings look poised to improve.

Company: Schroders
Date added: 05-12-2016
Sector: European Equities

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Schroders - TalkingEconomics: Europe forecast update - higher inflation to dampen growth

In the UK, the Bank of England (BoE) is likely to remain on hold now given better growth, but the

government has missed a great opportunity to boost public investment and longterm

productivity growth.

Company: Schroders
Date added: 05-12-2016
Sector: European Equities

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New Capital - European recovery helped by ongoing reforms

European equities started the year with a bang as the hype of the European Central Bank’s (ECB) quantitative easing programme boosted markets. The positive sentiment later turned negative as weaker economic data out of China signalled a slowdown in the world’s second largest economy, and investors and the Federal Reserve alike were uncertain over the future of US monetary policy. However, over the last few months positive news from Europe has yet again encouraged the market and we are now back near the previous highs hit earlier in the year.

Company: New Capital
Date added: 25-11-2016
Sector: European Equities

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Schroders - Euro 2016: Where are the best equity opportunities among the tournament favourites?

With the Euro 2016 football tournament about to get under way, we assess the investment opportunities offered by some of the main contenders. 

Company: Schroders
Date added: 18-06-2016
Sector: European Equities

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J.P. Morgan - The ECB fights back

The European Central Bank (ECB) fights back to support the eurozone economy and raise inflation.

Company: J.P.Morgan
Date added: 03-03-2016
Sector: European Equities

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Lazard - Europe: Where are we now?

 

 

How soon we have come to measure the euro zone crisis in years. From the race to save the Greek economy from bankruptcy to the rise of the populist right in the recent EU Parliamentary Elections, one thing now clear is that the number of commentators predicting the end of the union has diminished with every hurdle overcome.

Company: Lazard
Date added: 26-01-2016
Sector: European Equities

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Lazard - Outlook on Europe

Europe’s economic backdrop has become relatively robust. Total third-quarter 2015 GDP for the 28 economies of the European Union (EU) was up 1.9% year-on-year and the unemployment rate has fallen to 9.3%, the lowest level in more than six years.

The unemployment level in Italy has been stubbornly high for the past few years, but has been improving since September 2014 (Exhibit 1). According to Italy’s national statistics office, it fell to 11.3% in November, its lowest level in three years, with the number of unemployed dropping by nearly 500,000 year-on-year.

Company: Lazard
Date added: 26-01-2016
Sector: European Equities

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Legg Mason - Targeting European equity market-beating long-term returns with below market risk

The Legg Mason QS MV European Equity Growth and Income Fund is an actively-managed UCITS Fund that aims to provide equity market returns and potentially attractive yields with less volatility (smoother return profile) than traditional equity portfolios.

Company: Legg Mason
Date added: 01-12-2015
Sector: European Equities

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Legg Mason/Martin Currie - A European equity fund that seeks to capture gains, whilst aiming to protect your capital from downward market movements

The Legg Mason Martin Currie GF European Absolute Alpha Fund employs a long/short strategy which seeks to benefit from both upwards and downward movements in share prices. The aim is to capture European equity returns while providing some protection from downward market movements. 

Company: Legg Mason
Date added: 01-12-2015
Sector: European Equities

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GMO European Quarterly Update – June 2015

Q2 2015 GMO European Quarterly Update includes market commentary on all major asset classes as well as performance and characteristics of GMO's strategies.

Company: GMO
Date added: 01-10-2015
Sector: European Equities

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Harcourt - Switzerland: Where does this success come from?

Switzerland. Where does this success come from?

Company: Harcourt
Date added: 01-10-2015
Sector: European Equities

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