Middle East & Africa
Two European headaches: Brexit and Italy
Drawing a line under both of these situations will help European equities deliver improved relative performance within a global equity portfolio, and banks will play a key role in this.
06-12-2018 | インサイト
A first step towards normalization
The European Central Bank is ready to raise interest rates for the first time since Draghi took office.
11-11-2018 | インサイト
It looks unlikely that Italy’s new populist government will seek confrontation with Brussels about its budget for 2019 after all.
26-09-2018 | Column
The Italian crisis - a mere ripple or more of a wave?
It pushed aside trade war talk and the Korean summit saga to take center stage.
07-06-2018 | 月次アウトルック
Germany, or even Europe, to be thrown into political turmoil?
Euroscepticism was put to the electoral test last year, and apparently it failed
15-02-2018 | Column
The future of the euro: to integrate or disintegrate?
The euro’s future may better lie with further integration rather than disintegration, our five-year outlook believes.
19-09-2017 | 5ヵ年アウトルック
Financial markets are coming of age
Riskier assets are seen returning less as financial markets face a ‘coming of age’, our new five-year outlook predicts.
18-09-2017 | 5ヵ年アウトルック
Helicopter money flies into view
Helicopter money is moving onto central banks’ radar as they run out of ammunition to stimulate economies, says Robeco’s Lukas Daalder.
07-03-2016 | 月次アウトルック
Expenses and dividend taxes affect European index fund and ETF returns
European index funds and exchange-traded funds underperform their benchmarks by 50 to 150 basis points per annum.
25-01-2010 | リサーチ