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Consumer revenge – the next stage of the recovery in Europe
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Could the shift to value propel European equities in 2021?
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Is it time for the European Renaissance?
John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.
Mispriced odds: play your cards right
Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, explains how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.
Knowing where to fish
Jamie Ross manager on the Pan European Equity Strategy, explains that high-quality, value businesses can be found in the most unlikely places.