Many investors are attracted to the perceived stability of certain sectors. But safety stems from the price you pay, not the underlying dynamics of the businesses you buy.
With fintech start-ups all the rage, we look at how these companies are disrupting the status quo of the payment and lending industry, and how we think the banks will react.
At a time when pessimism towards UK equities is entrenched investors are overlooking the diversity and resilience of mid cap companies.
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.
Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.
The improved pricing environment in Europe is one of several factors that can offset the headwind from a stronger currency.
We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.