Category: European equities

Category: European equities


Market Minutes: a unique approach to European equities

How our global equity team’s investment philosophy and process is now being applied to two European funds


Market Minutes: some of our leading managers share their thinking

Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...


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...


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.


Fundamentals intact

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


Food of the Gods

CoCos are a growing asset class with attractive yields and low volatility. What’s not to like?


UK banks are alive and kicking

Analysts’ questions are now much more focused on the business of banking, such as volumes, margins and provisioning rather than...


Investors can celebrate this Bastille Day

Ahead of France’s national day on Saturday, Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund...


Copy of - The Ikea effect

'We’re going to IKEA,’ my wife announced sternly. I’d been living in fear of these words ever since we moved...


Actions, not words

Another year, another set of ‘shock’ election results which really follow a well-established pattern.