Head of UK & European Equities
We see scope for positive progress in 2018 as corporate profitability improves, inflation remains low and stock fundamentals become more important in driving share prices.
Rory Bateman discusses key themes in European equities, including the rotation towards value, prospects for corporate earnings, and the investment implications of a Donald Trump presidency.
2017 could be a volatile year for European equities but this can create significant investment opportunities, particularly as earnings look poised to improve.
Rory Bateman discusses near-term risks facing European equity investors, and assesses the longer-term outlook for earnings and valuations.
The UK’s vote to leave the EU has resulted in a significant pullback in markets but investors should not over react to today’s volatility. Non-domestically focused equities may prove the best way to navigate the market uncertainty.
Rory Bateman discusses the main drivers behind his bullish assessment on the outlook for European equities including benign monetary policy and improving earnings for European corporations.