european equities

European equity markets have struggled to perform since the start of 2018 owing to the relaunch of trade wars by US President Trump, coupled with uncertainty surrounding Brexit.

Despite a recent sell-off, $17trn in global bonds trade with a negative yield.

Questions over further quantitative easing rollout

Despite the return of volatility, there's plenty of growth and value to be found across global equity markets by active managers. What's more, compelling alternatives are available for those looking for a differential in their equity allocations. Darren...

Hermes' Tim Crockford on finding the mid-market diamonds in Europe's uncertain industries

Tawhid Ali, CIO for European Equities, and Andrew Birse, Portfolio Manager for European Value Equities, believe that high conviction and a 'private equity-like' research mindset is vital for identifying opportunities amid uncertain market environments.

3 minutes with Mark Denham, Head of European Equities at Carmignac

Political and structural changes abound

Despite some emerging evidence that Europe's economic prospects may be stabilising, the direction of the region's equity markets remains determined by extraneous factors, notably the progress of ongoing US-China trade negotiations.