Peder Beck-Friis
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From Fragility to Greater Stability: Economic Outlook and Investment Strategies in the Euro Area
Despite a weak growth outlook the Euro area’s increased resilience and stability makes European fixed income investments attractive.
In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.
The Labour Party’s win marks the country’s first change in government in 14 years, but its fiscal policies offer limited scope for change
Despite its cyclical and secular challenges, we believe Europe is a good diversifier for duration in global portfolios.
Many thought the UK economy was exceptional, but it has now converged – a timely reminder that, for investors, it pays to look under the bonnet.
Debt-financed fiscal policy is driving much of today’s high inflation, but as pandemic-era measures fade, central banks will likely return to their key role in managing price levels.