INVESTMENT EUROPE – EXPECT EUROPEAN UPSIDE IN 2018 IF CORPORATE PROGRESS CONTINUES

The outlook for European equities remains very positive. As the IHS chief market economist commented, ‘…the message from the latest Eurozone PMI is clear: business is booming’. Indeed, new manufacturing orders and job creation reached the highest level for 17 years in November. The German economy is especially strong, with the manufacturing index hitting the second highest reading on record. More important perhaps, our company visiting programme attests to a corporate sector that continues to outpace more cautious market expectations.

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FETRUSTNET- FE ALPHA MANAGER MITCHELL: FOUR UK AND EUROPEAN STOCKS FOR THE ECONOMIC RECOVERY

UK stocks Lloyds Bank and International Consolidated Airlines and European firms Amadeus and STM are among are among the most attractive stocks in the region, according to SW Mitchell’s Stuart Mitchell.

FE Alpha Manager Mitchell, who manages the offshore, four FE Crown-rated SWMC European fund and was recently awarded a mandate by Witan Investment Trust, said the recovery in the European economy is “undeniably real” with economic data improving on a monthly basis.

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FUND STRATEGY – FIVE MACROECONOMIC FACTORS DRIVING EUROPEAN EQUITIES

In the last year, European equities have seen something of a renaissance as the macroeconomic uncertainty that had previously blighted the region faded from view and the majority of Europe’s economies experienced sustained, strengthening growth for the first time since the financial crisis. As the rising tide shows few signs of waning, particularly on a relative basis, we explore the macroeconomic factors driving this trend.

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