28/04/2020 Equity Covid-19 will redesign sector opportunities amid gradual nor... The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.
8/01/2020 Equity Time for a flight to cyclical value in European equity When we look at equity markets for 2020, we see that value offers better opportunities than growth, as implied expectations are lower and therefore more...
20/09/2018 Equity European Equity: Combining value and quality in this new mar... We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating...