Europe

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?

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