European Equities
Dolfin's CIO on why he's positive on Europe and the UK
Expectations of a 'soft Brexit'
The Three Bears are returning home: End of 'Goldilocks' environment
For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.
Raymond James' Chris Bailey on earnings in Europe
Political concerns remain
European large-cap ETFs suffer in March amid worsening macro environment
Data from TrackInsight
Investment Conundrums: Tilney's Godding - Italian political risk persists
Could result in significant amount of disruption for markets
Schroders to switch manager on European Opps and shift to value approach
Fund has underperformed over past three years
Janus Henderson appoints co-manager to work alongside John Bennett
Co-manager on European long-only mandates
Why Eurozone equities are well placed to make gains on their global peers
Headwind from euro strength should abate
Is there 'too much goodness' priced into European markets?
Euro a headwind
How wil the ECB's tapering mindset impact different sectors?
Since the end of 2007, European equities have underperformed US equities by 63% on a real total return basis (in local currency terms).
'Political risk is back roaring': Managers warn election result is 'bad news' for Italy
Hung parliament most likely result
Italy heading for hung parliament as populist parties make big gains
Issues in the campaign included relationship with the EU
GAM's Gallagher: Brexit is not a significant risk for Europe
Asymmetric risk for UK
Will flows into Europe re-accelerate in H2 2018?
European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.
Italian Elections 2018: 'The country is a euro-killer'
Country goes to polls on 4 March
PIMCO's Sundstrom: It is the first time in my career where FX has had such a deep impact on asset selection
Underweight European equities
The 'increasingly rich' opportunities in European small caps post-MiFID II
Under-researched area
Waverton rebrands European Income fund
Managed by Glasse and Garsten
LGIM adds fourth equity income fund with European mandate
Managed by Andrew Koch
Franklin Templeton integrates European equity team into TGEG
Lead management taken up by Dylan Ball
T. Rowe Price's Tenerelli: Further European equity upside justified if corporate momentum continues
Sentiment towards European equities has been on the rise this year.
Lindsell Train: Regulatory burden means hiring extra staff for 'no benefit and considerable extra cost'
Potential for further hires
ETF Snapshot: European large-caps post outflows as Merkel coalition breaks down
Data from TrackInsight
Update: Janus Henderson European equities duo to join Schroders
Left John Bennett's team
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