10/07/2020 Equity Time to play a cyclical recovery in European equity Cyclical conditions are turning more positive for Europe.
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 fundamentally at the risks and rewards in equity markets for 2020, we find that value offers better opportunities than growth as implied...
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...