We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.
Exporters to perform well
Is the best behind us?
'We should now call this a crisis': Italian bond yields surge to highest since 2012 amid snap election fears
Government bond yields soar
"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."
Overseas investors returning
Investors say they will continue to buy high yield bonds despite perceived risk
Tom O’Hara and Tom Lemaigre join from Exane BNP Paribas and RWC Partners respectively
Expectations of a 'soft Brexit'
Managed by head of European equities Michael Clements
For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.
Political concerns remain
Improving portfolio diversification
Cyber-security is an 'escalating threat'
Less scope for markets to get more expensive
Data from TrackInsight
European indices approaching historic peak levels
Could result in significant amount of disruption for markets
Difficulties remain while negotiating exit
Marking first anniversary of Article 50 being triggered
Headwind from euro strength should abate
Top-down macro research
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