Category: European equities

Category: European equities

23.09.2019

Market Minutes: sharing our thinking on international equities

Some of our leading international equities experts share their views on how investors should position for the future.

23.09.2019

Market Minutes: a new approach to European equities

How our global equities team’s unique, systematic approach is now being applied to European equities.

30.08.2019

Facing volatility and bias in European equities

A robust investment process should accept that higher volatility is normal, and that style bias must be overcome, argues Ian...

04.06.2019

Market Minutes: a unique approach to European equities

Presentation by Ian Heslop on European equities.

31.05.2019

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...

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.

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...

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