europe

Europe is growing at trend again, after last year’s disappointing weakness. This was, though, largely due to a series of one-off factors which are estimated to have...

Things are again getting messy in Europe with renewed concerns over what will become the 66th Italian government in the 73 years following World War II. We at...

The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’...

The key European indices previously generated technical buy signals in a cluster in mid-July 2016, which identified the technical turning point in the region, and...

In March I wrote an article for the Financial Review suggesting Europe was the last bastion of investment value. The three months since have been eventful, with a...

Nobody likes the middle seat. Recently on one of my flights with British Airways, I had the pleasure of having that seat. As a long-only portfolio manager one always...