Rory Bateman

Directeur de la gestion Actions

Highlight

Marchés

18JUIN 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.

Marchés

12JUIN 2019

2018

DÉCEMBRE

06DÉC. 2018

Marchés

Outlook 2019: European equities

European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.

OCTOBRE

03OCT. 2018

Marchés

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.

JUILLET

12JUIL. 2018

Marchés

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.

AVRIL

10AVR. 2018

Marchés

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

DÉCEMBRE

04DÉC. 2017

Marchés

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.

SEPTEMBRE

25SEPT. 2017

Marchés

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.

13SEPT. 2017

Marchés

Deux facteurs pourraient entraîner une hausse des actions européennes ces prochaines années

Entre normalisation attendue des taux d’intérêt à un niveau bas et amélioration des marges bénéficiaires, nous voyons un potentiel de gains