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Fabio Riccelli
Blog 2 min read

Chart Room: The return of the value super-cycle?

In this week’s Chart Room, we look at both sides of the long-standing debate between value and growth investment styles, as seen from both Europe and China.

Fabio Riccelli + 3 others | 28 January 2021

Anna Stupnytska
Blog 1 min read

ECB signals further stimulus as double dip recession chances spike

Despite taking no action at the October meeting, the European Central Bank (ECB) laid the groundwork for further easing at its next meeting in December.

Anna Stupnytska | 29 October 2020

Stuart Rumble
Blog 1 min read

Chart Room: European banks’ CoCo bonds soar while equities slump

The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.

Stuart Rumble + 3 others | 6 August 2020

Kim Politzer
Blog 8 min read

Crisis accelerates trends in European real estate

The implications of the Covid-19 pandemic for European real estate investors

Kim Politzer | 28 July 2020

Adrian Benedict
Article 8 min read

The New Prime: Cashflow trumps location for real estate investors

The New Prime: Cashflow trumps location for real estate investors

Adrian Benedict + 1 other | 24 June 2020

Matthew Jennings
Article 1 min read

How to think about dividend cuts

A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.

Matthew Jennings + 4 others | 20 April 2020

Ario Emami Nejad
Article 4 min read

European IG: With volatility comes opportunity, but discipline is key

Recent price dislocations means the long run return potential of European investment grade bonds is positive, but prepare for continued volatility

Ario Emami Nejad | 18 March 2020

Ario Emami Nejad
Blog 3 min read

Europe catches coronavirus: Inside the market sell-off

European equity and debt markets flipped from exuberance to pessimism after the coronavirus spread to Northern Italy.

Ario Emami Nejad + 2 others | 26 February 2020

Romain Boscher
Blog 2 min read

Negative interest rates: a bold but dangerous experiment

In an environment of negative interest rates, it could be growth companies not negative yielding bonds, which are the 'safe' investment choice.

Romain Boscher | 14 October 2019

Kim Politzer
Article 6 min read

Currency risk in pan-European real estate

Why it matters and where the unexpected dangers lie.

Kim Politzer | 10 July 2019

Tiago Parente
Article 6 min read

European Parliament elections: Bond investors brace for a populist takeover

The EU elections could inject political risk into sovereign bond markets, making the election results a ‘must-watch’ event for fixed-income investors.

Tiago Parente + 3 others | 26 April 2019

Toby Gibb
Blog 1 min read

European corporate earnings fall without boost from utilities, energy firms

The half-way mark for the European earnings season provides a good opportunity for an update on what we have seen so far and what conclusions can be drawn.

Toby Gibb | 19 February 2019

Andrea Iannelli
Article 7 min read

Italy budget: The fight has only just begun

The bond market is taking a very negative view on Italy's budget, and we expect more volatility as negotiations with the European Commission continue.

Andrea Iannelli + 1 other | 24 October 2018

Iryna Pylypchuk
Article 7 min read

Assessing cumulative risk in European real estate

How to navigate the mounting risk as the end of the cycle draws near.

Iryna Pylypchuk | 18 July 2018

Grethe Schepers
Article 10 min read

Region by region: Fidelity Analyst Survey 2018

Including views from analysts covering companies in the US, Europe, Asia, China and Japan - jump straight to your region.

Grethe Schepers + 3 others | 20 February 2018

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