Head of UK & European Equities
European equities remain a recovery story, says Rory Bateman in his latest EuroView. He discusses recent positive economic data as well as banks, Brexit, and fund flows.
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.