Category: European equities

Category: European equities

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...

27.07.2018

To hike or not to hike

For a nation that has endured the trials and tribulations of Love Island over the summer, the original unreliable boyfriend...

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.

11.10.2017

Disruptive thinking

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

25.09.2017

An empty victory for Merkel

So, the headlines focus on a fourth term for Angela Merkel and the first time appearance of the right wing,...

13.07.2017

Is France on the march to a new revolution?

French politics have dominated European headlines in 2017. However, the initial cloud cast over the presidential election by the divisive...

08.05.2017

Macron storms to victory

The largest political bogeyman of 2017 has been laid to rest following Emmanuel Macron’s French presidential run-off victory over Marine...

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...

19.11.2015

Pig ignorant: Why blindness to base rates can hurt investor health

As I opened my fridge and instinctively reached for the packet of bacon, I suddenly found myself hesitating.

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