Europe
Where now for European smaller companies?
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 blog: Industry reaction as investors gear up for German elections and Brexit
European politics blog
Fidelity's Morse: European valuations are making me nervous
Valuations have doubled over five years
JP Morgan's Lafargue: Banking sector to benefit from ECB's move towards normalisation
Attractive economic backdrop
US Goldilocks scenario the best ally for European economy
Improved political visibility
OMGI's Wall: Why Greece is returning to the bond market
Growth outlook 'turning a corner'
Political risk fears hit German ETF flows
Outflows of €743m in June
Premier's Robbins on the valuation gaps in Europe
The most important factor for European equities for the foreseeable future will be the direction of bond yields.
EU could 'stall' Brexit talks as UK 'not ready'
UK faces €100bn divorce bill
Janus Henderson's Stevenson: UK is sleepwalking into disaster
Brexit is exception to 'relatively rosy scenario'
Europe presents attractive opportunities for investors
Pictet Asset Management's Tomás Pinto
RWC adds $280m to European range with acquisition of Pensato's seven-strong team
Former Fidelity manager
Political tail risk in Europe thins but still further to go
German and Italian elections to come
The case for a material eurozone position in a global equity portfolio
If you backed eurozone equities in the first half of 2017, well done you.
BlackRock's Williams: Market conditions in Europe have 'turned a corner'
Political risk diminished
BlackRock loosens capacity constraints on Hibbert's European Dynamic fund
Classes A and D remain unavailable
M&G's Leaviss: How have bond markets been impacted one year on from Brexit vote?
Favouring non-sterling denominated bonds
AllianzGI's Gent restructures sales team for evolving UK market in first three months at firm
First interview since moving to the role
What is driving a brighter outlook for European small caps?
Less constrained by global macro risk
Old Mutual's Ormiston on where opportunities lie in Europe
Italy remains a risk
Liontrust expands European income team with Argonaut hire
Former roles at Maris Capital and HSBC
Why the European economy favours smaller companies
More domestically-focused
Can investors trust Russian and BRICS ratings agencies?
Looking outside the 'Big Three'
EdenTree's Hiorns: Europe's recovery takes centre stage but dangers still lurk
The threat of populism may have abated in Europe for now, but investors in the continent should not rest on their laurels, argues Chris Hiorns, manager of the EdenTree Amity European fund.
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