Europe

European economic data has been largely positive.

Despite investor expectations to the contrary, 2019 proved to be a remarkable year for equity investors, with MSCI World's 28% annual return being the second highest in 30 years.

Tenpin, emerging markets and Alphabet

After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.

Property and tech expected to boom

Three reasons why payments 'status quo' will not last

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.