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

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.

07.12.2016

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...

07.12.2016

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,...

21.06.2016

Size matters

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

10.05.2016

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...

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