We meet management teams from companies across Europe and they continue to report a positive trading environment.
How US market is overcoming obstacles
Political fears in Europe and UK
European credit markets were hit this year by the rise in global trade tensions, a sudden spark in equity volatility and further political risks in Europe, mainly Italy.
Sector seen recent underperformance
'New phase' in transatlantic relations
Stronger balance sheets than producers
Competition with passives
China impacted in particular
What is on industry leaders' radar for the next six months?
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
Brexit 'immensely damaging'
SharingAlpha has revealed the top-rated funds by its fund selector users as at the end of April, with Terry Smith's £14.7bn Fundsmith Equity fund still the most popular in fund-of-funds portfolios.
Combined inflows of €17.8bn
Tom O’Hara and Tom Lemaigre join from Exane BNP Paribas and RWC Partners respectively
'Handful' of job losses
Expectations of a 'soft Brexit'
For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.
Political concerns remain
Data from TrackInsight
Could result in significant amount of disruption for markets