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Investment Talks 11.02.2022 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

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Investment Talks 7.07.2021 European equities: look for the winners to play the reflation trade, value revenge, and ESG disruption

Today, all eyes are on Europe. While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason.

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Investment Talks 29.03.2021 European equity value has further to go in this cycle
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Initiated in April based on a cheap quality cyclical stock rebound, the value rotation in Europe has accelerated, favouring deep value names – the segment most impacted by the Covid- 19 crisis – in early November, after the announcement of the development of an effective vaccine. Since the beginning of this year, we are in the third stage, led by financials and banks in particular, supported by higher rates and inflation expectations. This means that the rotation is broadening.

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Investment Talks 5.01.2021 A thin and last-minute Brexit deal should give temporary relief to UK assets
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The deal: the core of the deal is a zero-tariff/zero-quota free trade agreement for goods, but trade will be affected by new non-tariff barriers such as customs checks and compliance procedures.

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Insights Paper 1.09.2020 Looking for hidden ESG gems: a new frontier for responsible investing with "improvers"
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The ongoing Covid-19 crisis and the resulting market turmoil have confirmed a pre-existing trend within equity investing: the increasing relevance of integrating ESG criteria and sustainability into the investment decision.

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Investment Talks 22.07.2020 EU agreement: a powerful answer that can lift further EU assets and ESG investing
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The agreement reached among EU leaders at the end of the longest European Council in history regarding a comprehensive package worth €1,824bn – including the Multiannual Financial Framework (MFF) and the Next Generation EU (NGEU) instrument – is a significant achievement and a net positive in the short term for EU assets.

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Insights Paper 28.04.2020 Covid-19 will redesign sector opportunities amid gradual normalisation and focus on earnings
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The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.

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Investment Talks 10.02.2020 Brexit still weighs on GBP, but the situation on rates and equity could normalise
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Next steps and economic fallout: Now that the United Kingdom is officially out of the EU, a new phase has opened up, during which UK officials will have to negotiate a trade deal with the EU to avoid a ‘Brexit cliff edge’ at the end of 2020.

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Insights Paper 8.01.2020 Time for a flight to cyclical value in European equity
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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 expectations are lower and therefore more attractive for value at this point.

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