Category: European equities

Category: European equities

22.01.2019

Reasons to be optimistic about UK mid caps

Richard Watts argues that after a difficult year for equities in 2018, many stocks have been oversold, enabling investors to...

04.12.2018

Is the bull finally tiring?

The tide might finally be close to turning for European small caps, but there’s still plenty of cause for optimism.

04.12.2018

Fundamentals intact

Putting Brexit to one side, the prevailing market backdrop suggests UK small cap investors still have plenty to be positive...

12.12.2017

Black Friday bargains and bitcoin bubbles

Liam Nunn, manager of the Old Mutual European Equity (ex UK) Fund, looks at the rise of bitcoin, the zeal...

11.10.2017

Disruptive thinking

The rise of the ‘disruptor’ is underway in Europe, and no more so than in the smaller company space. Ian...

11.07.2017

The value of changing your mind

“Awareness of one’s own qualms, attention to contradiction, acceptance of the possibility of error: these strike me as signs of...

10.07.2017

Holy toast: don’t get burned by seasonal superstition

The human brain is incredibly adept at identifying patterns. It’s what allows us to prove we’re ‘not a robot’ when...

03.05.2017

The European tide is turning

Europe’s dog days look to be over. After years of relative stagnation, the backdrop for European equity investors is now...

07.12.2016

Why Trump’s defiance of betting markets is good news for active investors

Predictions of recent elections have been wide of the mark, and delving into the reasons why can teach us lessons...

07.12.2016

Let’s stick to the knitting

Sometimes politics influences economic factors, sometimes it does not. Former President Ronald Reagan was a great champion of supply-side economics,...

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