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The outlook for European equities beyond its ‘golden year’

European equities have enjoyed a perfect storm of positivity this year. Reduced political uncertainty, improving economic data and steady company results have all driven investors back to this often-overlooked region.

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Europe close to take off?

Both Europe Excluding UK and European Smaller Companies were among the top five performing fund sectors in May1. With Emmanuel Macron elected in the first week of the month, investors

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Schroders: European Equities in 2017

Much has been made of the deluge of elections due in Europe in 2017 and the uncertain investment environment that could result. We take the view that market uncertainty and

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Resilient Europe can rise again

Investors are writing off Europe again. Fund flows suggest that global managers have been net sellers of European equities for 36 consecutive weeks, as negative sentiment continues to weigh on

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European Banks could change from dogs to darlings

To our minds an investment in European banks represents potentially the single most attractive opportunity in our asset class. It is that very rare thing in the post quantitative easing

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Corporate Europe remains upbeat despite Brexit shock

The economic outlook for the UK, of course, remains very uncertain – with survey data released since the vote suggesting a sharp slowdown looms. Most notably the manufacturing, construction and

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Hermes: Uncovering Europe’s hidden gems

Europe has 17 exchanges, a market capitalisation of €13,589bn and represents 19% of the world’s listed companies. This is a universe of extraordinary diversity and presents an abundance of long-term

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Hermes: Looking beyond bond proxies in Europe

These are challenging times for investors and asset allocators. Developed market equities continue to rise, but the ground is becoming increasingly shaky across a number of sectors. Rather than being

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Europe comes to terms with Brexit

Regardless of the UK vote, the world is facing a period of geo-political instability. The Referendum took place against a backdrop of low global growth and rising political risks. Anti-establishment

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AIC outlook for Europe and EU small caps

The Europe sector has total assets of £2.9bn and consists of seven investment companies, whereas the European Smaller Companies sector is half the size in terms of total assets (£1.4bn) and consists of