PA ANALYSIS: ‘Heir to Blair’ Macron yet to charm investors
A young, charismatic, centrist politician sweeping to power to waves of enthusiastic crowds – it’s no wonder that newspapers have proclaimed Emmanuel Macron the “French Tony Blair”.
Europe
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PA ANALYSIS: Why backing Europe is now a consensus call
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
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PA ANALYSIS: Stars aligned for a European equities rally
The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.
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PA ANALYSIS: The European funds to back if bank rally continues
European shares rallied after the first round of France’s presidential election yesterday, but which funds stand to take advantage of any change in market leadership?
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Brooks Macdonald: No full recovery in UK investment
While Q1 2017 was “generally positive for most asset classes,” Brooks Macdonald warned a full recovery in UK business investment is unlikely.
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Dalton Strategic Partnership unveils ‘all-weather’ credit fund
Dalton Strategic Partnership has launched a European credit fund aiming to exploit long and short opportunities and generate returns of 5-7% p.a.
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Wealth Manager Profile: WH Ireland’s Roderick Buchanan
WH Ireland wealth management head Roderick Buchanan talks about overhauling the business, embracing the digital age and why a ‘sensible’ investment style is best for clients.
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PA ANALYSIS: Dutch elections first gauge of EU populist fever
The Dutch elections are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
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Skerrits makes ‘big’ European play, ignoring region’s doomsayers
Skerrits Wealth Management has made a ‘big play’ into European small cap equities believing the predictions of political turmoil on the continent this year have been something of a ‘red herring’.
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PA ANALYSIS: Small cap funds – golden boys of European equities?
European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
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PA ANALYSIS: Time to top up on European equities?
Today’s eurozone data certainly gives investors something to think about. Should the action that follows this thinking be a raising of your European equities weighting?
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Six milestones on the rocky route to ‘hard’ Brexit
With the prime minster set to outline more details on Britain’s ‘hard’ Brexit, and a possible departure from the EU single market, it’s time to take a step back and look at the dates that got us to this position in the first place.
