While macroeconomic concerns remain, the outlook for European equities is now more positive than a year ago.
One of the main reasons for this is that stock valuations are significantly lower, due to what we believe may be excessive pessimism. According to JP Morgan, in July 2018 the P/E multiple on small-...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle