11/02/2022 Equity European equity market: the great value rotation and the dividend appeal Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose
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 market phase 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...