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Macro views

Macro Update - 13 July 2020

Markets supported despite hit to earnings

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Macro views

Market Reviews - GBP (June 2020)

A roundup of factors affecting regional equity and bond markets over the month

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Macro views

Macro update - Life in the time of the virus: what’s next for markets?

Steven Bell rounds up the month’s economic news and answers your questions on the outlook for financial markets.

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European Equities

5 min read

The most useless results season ever? Sense check – quarterly results: David Moss, Co-Head of Global Equities, discusses Q1 results and what to expect from them.

European Equities

4 min read

European Equities: keeping the faith! Whilst those around us capitulated, and greed turned to fear, we held steady and continued buying more of the weaker names. Was this easy?

European Equities

2 minute read

Why invest in Europe? Discover why taking a step back from the macroeconomic malaise of Europe is beneficial to investors.

European Equities

3 min read

Europe – why focusing on great businesses, not the macro, makes sense At its June meeting, the European Central Bank’s president, Mario Draghi, sent a clear signal that all is not well with the European economy.

European Equities

10 min read

Technology: love it or loathe it Good old-fashioned ‘greed’ and some stellar top-line growth have made technology an interesting and fruitful place to invest over the last decade or so.

European Equities

10 min read

2018 review: what we got right and wrong There is no way to sugar-coat 2018 – it was the worst year for equities since 2008

European Equities

6 min read

Oil anyone? No thanks….. I posted a comment on LinkedIn the other day, which was immediately pounced on!

European Equities

6 min read

ESG - a fundamental consideration It is now a daily occurrence to see an article in the financial press, praising the merits of environmental, social and governance (ESG)

European Equities

6 min read

Seeking the quality tech in European equities What’s very clear though is that product and customer service still matter

European Equities

14 min read

European Equities - why we sold Unilever Quality is (and has always been) our mantra, the crux of our investment philosophy.

European Equities

6 min read

Sustainability: the fabric of good business As consumers, we are becoming increasingly aware of the production process of our goods

European Equities

6 min read

Forecasting: a fool’s game? You’d be hard pressed to find an investor who is not familiar with the concept of behavioural finance.

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