Europe

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

Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.