Why growth investors are turning to Europe
Investors have pivoted away from the US in favour of Europe’s boosted defence spending, rapid rate cuts, and a more appealing growth outlook
European equities
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M&G launches European ex-UK fund
Run by value manager Richard Halle
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Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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Mondrian: Europe is making a quiet comeback
European equities have reversed three years of underperformance versus the US in the first quarter alone and look set to continue its mini renaissance
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Fund manager profile: Liontrust’s Samantha Gleave on making Europe great again
Samantha Gleave, co-manager of the Liontrust European Dynamic fund, on the changing sentiment towards European equities
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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Comgest head of sustainability exits to join former CEO’s new boutique
Arnaud Cosserat and fellow portfolio manager Alistair Wittet left Comgest to found Aecus Partners in December
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HANetf launches European defence ETF excluding US companies
It seeks to benefit from the €800bn plan unveiled by the European Commission yesterday as the US withdraws military support
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TILLIT scraps Darwall’s European Opportunities trust over ‘structural challenges’
Its shift of investment strategy, ‘disrupting’ tender offer and pressure from activist shareholders has led to ‘waning confidence’
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Jupiter closes European fund following Heslop and Macartney’s exit
The two were poached from Columbia Threadneedle to launch the Pan European Smaller Companies fund five years ago
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25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
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Will a Ukraine ceasefire boost or burden Europe?
Europe has rallied at the prospect of a ceasefire, but the subsequent costs on Ukraine’s neighbours could prove to be yet another headwind