There are 5 item(s) tagged with the keyword "Europe".
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European equities have caught investors’ attention this year, as an increasingly uncertain geopolitical and economic backdrop has taken hold. Our International Equities team explains how Europe’s response to this uncertainty is creating an optimistic outlook for the region’s stock market.
The recovery from the Covid crisis continues, with global activity now exceeding its pre-pandemic peak. However, this rapid rebound has already run into supply constraints in many sectors and economies, leading to a surge in global inflation. Some of these demand-supply imbalances should ease over the coming quarters, helping to cool price growth. But it’s hard to escape the conclusion that Covid has permanently damaged the supply side of the global economy, implying a less favourable trade-off between growth and inflation.
We need to remain humble and nimble as we assess the changing investment landscape and seek to fulfil our purpose: to create a better future through responsible investing.
In our fourth post in this series, we look at the questions that Russia's invasion raises for the global economy. We also outline our views on the outlook for Fed, BoE and ECB policy.
Displaying: 1 - 5 of 5