Industry news and views from Panacea and our partners.
European Equities_
Square Mile: Cracking the industry
In the latest Talking With, Square Mile's CEO Richard Romer-Lee is joined by James Sym, Partner and Head of European Equities at River and Mercantile. James shares how he got into the industry, the best advice he's ever received and outlines what excites him in the market.
Columbia Threadneedle: European equities: Stock selection guided by razor-sharp research will be the holy grail
2021 was a year of booming markets which were in danger of overheating before the Omicron Covid-19 variant came along. A profit boom on both sides of the Atlantic has supported equity markets, with the US looking exceptionally strong in the fourth quarter.
Rathbones In the KNOW blog: Staying balanced
With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we dont know and even some things we dont know that we dont know
BNY Mellon: A team approach to idea generation
A strong, experienced and disciplined research team is crucial in equity income investing. Watch this two minute video to understand why.
Square Mile Research: A Spotlight On: IA Europe
Despite significant uncertainties, for investors with a long-term horizon, such unprecedented times can bring opportunities for European equities. Register for Square Miles Academy of Funds to read the latest sector report on the IA Europe sector.
Quilter Cheviot: Europe reopens
Following on from the success of our Breaking down Brexit podcast, we have updated the Weekly Comment to include a podcast from our Research team on what they are looking at in markets. The Markets Uncut podcast will discuss topical issues for the global economy, featuring expert speakers based on the news stories of the day.
Columbia Threadneedle Investment: European equities: video update
Client Portfolio Manager Francis Ellison explains how the European equities team are working during the current crisis, the main impacts the team are seeing and their outlook for the region.
Quilter Cheviot: Diary of a fund manager - always questions
In this weeks Diary, news from financial markets and investors, an update from India in lockdown and guidance on home haircutting.
Why have European equities performed so well in 2019?
Prospects for European equities in 2020 are looking increasingly positive. For much of 2019, European equities were an unloved asset class, shunned by investors. At first sight, this was understandable the region is growing only slowly, wracked by political tensions and wrestling with headwinds in vital sectors such as the German car industry. Discover how the ASI Europe ex UK Equity Fund uses global resources, analysis and a 16-strong team with experience across market cycles to identify the exceptional European companies that can offer a smart combination of upside capture and downside protection.
Baillie Gifford: Boss Class
The best European companies are those whose management think hardest about securing future growth, says Stephen Paice of Baillie Giffords European Fund. Read more in Enlightenment, Baillie Giffords digital funds magazine.
Columbia Threadneedle Investments: European gazette autumn 2019
Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japans lost decade. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply
M&G: Broadening trade wars: could Trump take aim at the EU, again?
As the US and China continue their game of tug-of-war in trade negotiations, could Trump turn his attention to the EU? Investment specialist, Kirsty Clark, discusses the prospect of a trade war between the US and EU?
Schroders: Where's the value in European equities?
60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out.
Invesco: 2019 investment outlook European equities
European equities have been heavily sold, are things that bad? Jeffrey Taylor head of European Equities focuses his outlook on the importance of taking a fundamental long-term approach to European equities, how domestic demand drives the European economy, and attractive valuations across many sectors.