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?
European equities
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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
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Guinness Global Investors launches Pan-European Equity Income fund
The strategy will invest in dividend-paying stocks in the UK and continental Europe
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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Pictet: Why investors need to rethink their Europe allocation
Europe faces an ‘existential threat’ as it approaches a pivotal point in its economic future, writes Maria Vassalou, head of Pictet Research Institute
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Four views: Is it time to buy European equities?
Portfolio Adviser asks four experts if European equities are bouncing back considering the headwinds the region faces
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PGIM Fixed Income: Five risks US tariffs pose to European markets
Global trade tensions could exacerbate Europe’s competitive decline, writes Katharine Neiss