Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.
Looking ahead into 2017, European equity investors must navigate a crowded political risk calendar as well as the continuing sector rotation caused by the end of the 30-year bull market in bonds. Comfortingly,...
Latest news and analysis
Politics, policy and perseverance
Industry Voice: Richard Colwell, Head of UK Equities at Columbia Threadneedle Investments, says UK firms which are busy making contingency plans and not waiting for clarity from politicians could prosper, and that going into 2019 there are many undervalued...
Headed up by Penny Kyle