Issues in the campaign included relationship with the EU
Asymmetric risk for UK
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.
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
Managed by Glasse and Garsten
Managed by Andrew Koch
Lead management taken up by Dylan Ball
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
Data from TrackInsight
Left John Bennett's team
Short US equities
Euro and Ibex 35 fell
Gold remains most popular asset class
Bullish on equities
Beating MSCI benchmark during the month
Central bank actions being closely monitored
Governance improving but too slowly
Increases range to 14 ETFs
Outflows of €221m this week