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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.
Will the value rotation continue through a broader economic recovery?
Can value continue to lead through a broader economic recovery?
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.
Analysing the outlook for global dividends
In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.
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.
Is now the time for defensive value?
Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.
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.