Tag Archives: Europe

Eurozone: What’s the Story After Brexit?

The Brexit result opens a new period of uncertainty for the future of Europe. The hit on consumer confidence and economic growth is expected to weigh on the profitability of European companies, where sectors are expected to be impacted by … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

BREXIT – Some Further Thoughts The vote last week by the population of the United Kingdom to leave the European Union was a genuine shock. Although the opinion polls predicted a close outcome, the bookmakers and the market had discounted … Continue reading

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Investing after “Brexit”

In the end, it happened and Europe will no longer be the same! Contrary to recent market expectations, the “Leave” camp won, leading to increased uncertainty over the future of Europe. After the unexpected “Leave” outcome of the U.K. referendum, … Continue reading

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Emerging Markets: The Worst may be Over

Quarterly Outlook Mauro Ratto Head of Emerging Markets

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European Fixed Income: Still Value in Euro Subordinated Debt

Quarterly Outlook 2016 Tanguy Le Saout Head of European Fixed Income

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