James Sym

Fund Manager, European Equities

Highlight

Markets

22MAY 2018

Why the oil & gas sector is energising investors

The recent rise in oil prices is not the only reason why the sector looks attractive.

2017

FEBRUARY

27FEB 2017

Markets

Which sectors could benefit as inflation heats up?

Banks were the initial beneficiaries as inflation began to re-emerge but other sectors also offer attractive opportunities.

2016

OCTOBER

18OCT 2016

Markets

Bank shares could be about to change from “dogs to darlings”

James Sym explains how the return of inflation, coupled with ultra-cheap valuations, could herald a significant change of fortune for Europe’s beleaguered banking sector.

12OCT 2016

Watch/Listen

60 seconds with James Sym on the end of the current investment cycle

James Sym discusses the areas of the stockmarket which can prosper and those which may suffer at this stage of the cycle.

JUNE

14JUN 2016

Watch/Listen

60 seconds with James Sym on value opportunities in Europe

James Sym explains why value stocks with good cashflow potential represent an attractive opportunity.

MAY

20MAY 2016

Markets

Is now the time for value stocks in Europe?

Value stocks are unloved and underowned in Europe, but signs of a pick-up in inflation could see them reverse their underperformance.

2015

DECEMBER

17DEC 2015

Markets

Outlook 2016: Business Cycle (Europe ex UK Equities)

We do not see a major turning point in the business cycle at this point, but the potential for inflation to return in Europe could see some currently out of favour areas of the market perform better in 2016.

OCTOBER

22OCT 2015

Markets

Income investing in Europe: how our business cycle approach works

Fund manager James Sym gives an overview of his investment approach, which takes into account the business cycle backdrop and the equity income opportunities on offer.