Equity

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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 ...

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US Value
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Insights Paper 9.03.2021 The unique time for US value: rotation from growth plus innovation, qu...
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The rotation towards value is a key theme of our 2021 investment outlook.

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Insights Paper 27.07.2020 The Case for US Equities in Global Portfolios
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The post-pandemic market reality accentuates the attractiveness of the US stock market.

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Insights Paper 10.07.2020 Time to play a cyclical recovery in European equity
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Cyclical conditions are turning more positive for Europe.

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Insights Paper 28.04.2020 Covid-19 will redesign sector opportunities amid gradual normalisation...
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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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2020-01-IP-Europe value
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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 expectatio...

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Insights Paper 14.11.2018 What lies ahead for the US economy and markets?
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The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.

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Thematic Paper 22.10.2018 Corporate earnings in 2019: A fading momentum is in store!
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After two years of strong earnings momentum, EPS growth is expected to decline considerably from 2019.

More 5 to 10 minutes
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Insights Paper 20.09.2018 European Equity: Combining value and quality in this new market phase
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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 econ...

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