Five managers assess potential headwinds and tailwinds
Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...
Value stocks present 'rich stream of alpha'
The European energy sector has underperformed the broader European market over the past three years by 3.4% on an annualised basis.
In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
What stories made waves last year?
Watchdog launches consultation
Senior fund managers and economists discuss biggest headwinds and tailwinds
Which areas should investors pay attention to?
All eyes on the ECB
Glimmers of hope have recently begun to emerge for European equities.
The stocks to remember – and the ones to forget
Bricks and mortar still holds potential
On cusp of 'radically new chapter'
The headwinds and tailwinds to look out for in 2020
One of two lead portfolio management promotions in European equities
It has been a strong showing for European equities in recent weeks, with the European Central Bank (ECB)'s policy action – and the rate cut in the US – all helping to lift shares higher.
What does Christine Lagarde, as ECB president, need to do to tackle Europe's stagnant growth? (Part II)
Second instalment of our special Big Question
New positions set up despite drop in equities exposure
What does Christine Lagarde, as ECB president, need to do to tackle Europe's stagnant growth? (Part I)
The Big Question on the central bank's newly appointed head
Europe's stockmarkets are on average up more than 20% this year.
Changes to take place by next year
European trusts trounce other sectors
It has been hard to comprehend negative yields in Germany, let alone Greece.