Rory Bateman

Head of Equities

Highlight

Markets

18JUN 2019

Is the financials sector priced for disruption?

Low interest rates are one reason why the financials sector is lowly valued, and the prospect of disruption may be another.

Markets

06DEC 2018

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2018

OCTOBER

03OCT 2018

Markets

Can European equities play catch-up in Q4?

Returns from European equities have lagged the US so far in 2018 but we see signs this could change as we head towards year-end.

JULY

12JUL 2018

Markets

An economic slowdown is approaching, but that's no cause for investor alarm

We’re approaching the end of the economic cycle, but markets are not stupid. Investors waiting for a significant collapse in the equity market because the economy is slowing may be in for a long wait.

APRIL

10APR 2018

Markets

Ten years on from the financial crisis, how have European companies changed?

EuroView: While firms are more financially robust than a decade ago, a willingness to embrace social responsibility and adapt to technological change are other key measures of the outstanding companies of tomorrow.

2017

DECEMBER

04DEC 2017

Markets

Outlook 2018: 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.

SEPTEMBER

25SEP 2017

Markets

With the German election over, it’s time to focus on Europe’s growth opportunities

With Angela Merkel set for a fourth term as Chancellor, we think the market’s focus should return to Europe’s strengthening economy.

13SEP 2017

Markets

Two reasons why European equities could surge in the coming years

With interest rates set to normalise at low levels and profit margins improving, we see scope for significant gains.

JANUARY

25JAN 2017

Markets

EuroView: Rotation, earnings recovery and a view from the US

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.