Since the Global Financial Crisis, Growth equities have significantly outperformed Value equities in Europe. The Value style has suffered from low and falling interest rates. But it was not a straight line!
Most investors’ true investment horizons are far longer than the next few months.
Looking beyond to find the best outcomes for clients
The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.
In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.
On the subject of economic policy, some opinion makers in Germany peddle myths, i.e. imaginary tales without a factual basis aimed at pleasing the crowd.
Why central bank stimulus may muddy the waters.