Nearly four months have passed since the European referendum and we have read many refer to the current period as 'post-Brexit', writes James Sullivan, director and senior fund manager at Coram Asset Management.
Denies €4bn offer
Firm reviewing its European strategies
In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.
The investment approach of five managers
Brand strength offers valuable pricing power in Europe
Rathbones' David Coombs, head of multi-asset, and Mona Shah, senior research analyst, explain why they remain committed to US equities, and explore the prospects for a new group of 'Nifty Fifty' stocks.
Due to client demand
Growing need for low-cost ETF-based solutions
Joined from Franklin Templeton
UK only accounts for 6% of eurozone exports
Started at RLAM in 2012
Kepler Partners' Pascal Dowling analyses how an already 'politically fractured' Europe will cope with a number of elections in the coming year and highlights the European-focused investment trusts positioned to capture the opportunities from a sell-off
Co-managed by Doyle and Jeanmaire
It is probably not an overstatement to suggest the UK is facing the biggest challenge for 70 years.
Fund flow data shows European equities have posted 29 consecutive weeks of outflows, the worst run since 2008.
Announced European expansion after Brexit vote
Reporting to Frédéric Janbon
To be initiated later this year
To be managed by William Lock
Previously co-manager on UK Alpha fund
Stephen Macklow-Smith, manager of the JPMorgan European investment trust, takes a closer look at the factors that could drive an encouraging earnings story on the continent.
Apple and Irish government disputing claims
European fund managers are continuing to hone in on Italy's 'cheap' equity market, despite the poor performance of the country's banking sector in the EU's recent stress tests and uncertainty surrounding a key referendum in October which could cause more...