Category: European Equities

Category: European Equities

04.06.2019

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

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.

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...

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...

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