European

Deep Dive into European equities

It is a well-known saying in investment circles that asset allocation drives 90% of returns. With this figure in mind, it is relatively easy to see why investors have overlooked European equities for several years.

As we enter the second half of the year it is important to take stock of upcoming themes that may impact portfolios.

Deep Dive into European equities

Expects trend to continue

Will join UK and European equities teams

12% reduction for impacted funds

One year after surpassing $1trn

Aiming for continuity following Macdonald's exit

Fund flows in 2020 were €297.1bn