Europe

For many the Global Financial Crisis is a distant memory, having just seen the longest bull market in history. These extraordinary gains were achieved despite a difficult economic and political backdrop over the past decade. Recently the prospect of trade...

A new direction for Germany?

Race against time before UK-EU deadline

'It is not about active or passive'

Held position since 2000

Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.

Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.

Tit-for-tat rhetoric doing little to ease tensions within bloc

Two scenarios outlined

Joined Henderson in 1986