Europe

Ian Aylward has cut Aviva Investors' multi-manager exposure to US equities to an underweight position for the first time since 2011, fearing the stocks are deeply over valued.

Multi-asset managers are adopting a range of strategies to protect portfolios if asset class correlations begin to break down, turning to sector-specific investments and raising cash.

Germany's 10-year government bond yield slipped below Japan's for the first time on record today.

This week's smartest investment commentary

Germany has tipped over into deflation for the first time in more than five years.

The unloved European Smaller Companies sector attracted few new suitors towards the end of 2014 but, as Amandine Thierree explains, there are plenty of opportunities for investors...

...Europe. What lies ahead as deflation, elections and QE loom large?

The UK would have "zero" influence if it voted to leave the EU, the outgoing president of the European Commission has said.

Fund Focus: Philip Saunders on why he likes 'unfashionable' equities

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