Latest news and analysis
Race against time before UK-EU deadline
OBR windfall spent immediately
Spat does little to calm nerves
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.
Employs 3,000 people in UK
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
Protecting investments in the event of no deal
Previously head of ETF & indexing sales
Launches 'indicative classification'
Equivalent to existing UK UCITS schemes
To ensure 'smooth transition'
Two scenarios outlined
The Bigger Picture on fund selection
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.
The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.
Growing pressure from a subdued economy and Brexit
We meet management teams from companies across Europe and they continue to report a positive trading environment.
US in 'tightening' mode
Also held roles at Alliance Berstein
Possible outcomes examined