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.

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...

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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