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Quality value in Europe: a change in direction for the new investment cycle
Is there a new dawn on the horizon for European value stocks?
Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.
Shifting markets spur a re-emergence of value
As market dynamics shift, investors have begun to appreciate fundamentals again.
European equities: will inflation be transitory for longer?
John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.
When will fundamentals matter again?
What market factors could encourage a return to fundamental-based investing?
Value resurgence?
Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.
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.