Category: European equities

Category: European equities

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...

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...

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...

08.03.2017

Triggering of article 50 - Europe carries on regardless

If the bluff and bluster dominating headlines in the UK is anything to go by, it would be easy to...

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