Category: European equities

Category: European equities

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...

25.10.2018

Food of the Gods

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

06.08.2018

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...

16.07.2018

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...

16.04.2018

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...

05.03.2018

Actions, not words

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

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

Everywhere you look, young companies are disrupting markets long dominated by incumbency.

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...

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