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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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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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2018-09-paper-value-quality.jpg
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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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