European equities: Stock selection guided by razor-sharp research will be the holy grail
We look at 2022 will be a stop-start year across financial markets, with European political leadership adding to the mix. But, as ever, there will be opportunities for clever stock selection.
Changing monetary environment sets the backdrop for a year of change in 2022
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.
Investment team updates – Bullet points 22 October
Our investment team provide their weekly snapshot of market events.
Process is everything for Pan European Smaller Companies
The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.
Walking the delicate path to normalisation
In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
Climate change to bear upon banks’ financial performance
For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.
Second-hand clothing to overtake fast fashion
The re-use and second-hand clothes market is projected to double over the next five years to $77 billion and could be twice the size of fast fashion by 2030.