Assets fall to unsustainable levels
Follows strong year for inflows
Glimmers of hope have recently begun to emerge for European equities.
On cusp of 'radically new chapter'
One of two lead portfolio management promotions in European equities
Annual UK adviser survey
Europe's stockmarkets are on average up more than 20% this year.
Advisers and investors may ask themselves whether there are good reasons to consider Europe for investing. Carmignac’s Head of European Equities and Fund Manager Mark Denham argues that if you know where to look, there is much to be optimistic about....
European equity markets have struggled to perform since the start of 2018 owing to the relaunch of trade wars by US President Trump, coupled with uncertainty surrounding Brexit.
Despite a recent sell-off, $17trn in global bonds trade with a negative yield.
Questions over further quantitative easing rollout
Despite the return of volatility, there's plenty of growth and value to be found across global equity markets by active managers. What's more, compelling alternatives are available for those looking for a differential in their equity allocations. Darren...
Hermes' Tim Crockford on finding the mid-market diamonds in Europe's uncertain industries
Tawhid Ali, CIO for European Equities, and Andrew Birse, Portfolio Manager for European Value Equities, believe that high conviction and a 'private equity-like' research mindset is vital for identifying opportunities amid uncertain market environments.
3 minutes with Mark Denham, Head of European Equities at Carmignac
Political and structural changes abound
Despite some emerging evidence that Europe's economic prospects may be stabilising, the direction of the region's equity markets remains determined by extraneous factors, notably the progress of ongoing US-China trade negotiations.
Managing Risk in European Equities
Fixed income best-selling asset class
'Boring' investors pay off in the long run
Which countries will perform well?
The European Central Bank (ECB) has been much more dovish this year as macroeconomic conditions in the eurozone have quickly deteriorated.
Investors should lower exposure to Europe