Category: European equities

Category: European equities


Market Minutes: a unique approach to European equities

Presentation by Ian Heslop on European equities.


Disruptive thinking

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


Why Trump’s defiance of betting markets is good news for active investors

Predictions of recent elections have been wide of the mark, and delving into the reasons why can teach us lessons...


Let’s stick to the knitting

Sometimes politics influences economic factors, sometimes it does not. Former President Ronald Reagan was a great champion of supply-side economics,...


Size matters

Why European smaller companies? Investors are typically attracted to smaller companies as an asset class on account of the fact...


The Ikea effect

'We’re going to IKEA,’ my wife announced sternly. I’d been living in fear of these words ever since we moved...