Italy

We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.

A time for brave investors to shine?

We cannot predict when markets will finally reach a bottom – they may already have – but we believe it is most likely to be once we hit a peak in the daily growth in new Covid-19 cases round the world.

Investors could be forgiven for thinking that nowhere is an immediately appealing prospect for investment right now, least of all Europe.

Moved beyond a 'single demand shock'

A return to safe-haven stocks

The stocks to remember – and the ones to forget

2019 has been a stellar year for global bond markets, as weak global economic growth and low inflation have combined with ever more accommodative central banks to push global bond yields significantly lower.

Could 2019's markets see a repeat of Wall Street in 1929?

European equity markets have struggled to perform since the start of 2018 owing to the relaunch of trade wars by US President Trump, coupled with uncertainty surrounding Brexit.