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

Before the Italian President Sergio Mattarella rejected the proposed eurosceptic finance minister Paolo Savona, many market commentators were saying that a yield of 2.5% for 10-year Italian sovereign bonds is a key level for the European Central Bank...

Five 'radical' changes

This year's event takes place on 5 July

Is the best behind us?

European leveraged loans attractive

Brexit 'immensely damaging'

Range of strategies available

"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."