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.
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.