Leader of People's Party
Some companies trading at 50% discount
Catalan leader wants to holds talks with Madrid
Joined in September
90% of Catalans voted for independence
Investec manager looks at Lego's recovery story
Political risk is reduced following elections
Beating MSCI benchmark during the month
Calls for regulatory cohesion
Party division on Brexit grows
Who would have thought 12 months ago that Europe would have become the destination of choice for investors in 2017? What has changed?
Reacting to Sunday Times report
No progress on key issues
'Potential headwinds of a stronger euro'
Europe's economic recovery continues to broaden and deepen. The ongoing expansion is supported by a synchronised global growth backdrop with few medium-term concerns coming from the international trade impulse.
Managed by Rik den Hartog
Stocks chosen from the FTSE 350 and Stoxx 600
Fundamentals stronger than headlines suggest
At first glance, European smaller companies look expensive. They trade on a two-year forward earnings-per-share multiple of 15.8x, against their 15-year average of 13x.
European politics blog
Valuations have doubled over five years
Attractive economic backdrop
Improved political visibility
Growth outlook 'turning a corner'