Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.

The European Central Bank is likely to continue hiking rates next year, but the end point remains uncertain.

The central bank noted that substantial progress has been made in withdrawing monetary policy accommodation, and expressed concerns around growth and policy transmission lags.

We expect the European Central Bank to continue aggressively hiking rates this year, though moderating from the 75-basis-point level.

A recent report showed an uptick in inflation in Europe, but markets are pricing in low inflation over the long term. We see opportunity for investors to hedge inflation risk.

As European inflation and growth remain subdued, the European Central Bank expanded its monetary support. The central bank, however, is now focusing more on the region’s financing, rather than financial, conditions.

Strong money growth in Europe has raised concerns about inflation taking off. We have a different view.

The European Central Bank (ECB) didn’t follow other major central banks and refrained from cutting interest rates in response to the coronavirus outbreak. This signals a shift in the central bank’s preferred policy tools – read more.

The U.K. is set to head to the polls on December 12. Here are our key takeaways for the economy and markets.

Two decades after inception, the eurozone countries’ arranged marriage-type of union looks shaky at best, and now it is even more challenged by ongoing, global disruptive forces.

Come the fall, the ECB will likely deliver yet another easing package that could effectively deplete its monetary policy toolbox.

Eurostat’s recent revision of the HICPxT index could have two potentially wide-reaching effects for euro area inflation-linked bonds (ILB) investors.

We think Thursday’s downgraded growth assessment is a precursor to two changes in the ECB’s monetary policy stance later this year.

Will the ECB have sufficient firepower – and support from the population – to spur the economy when the next recession arrives?

In Europe, the secular risks appear to be materializing more quickly than expected, particularly in Italy.