European Equities
European Equities: A heterogeneous marketplace
01 Mar 2011
Top-performing European equity portfolios are both concentrated and very diverse in outlook and composition, finds Joseph Mariathasan
European Equities: UK equities: The Liontrust approach
01 Mar 2011
The UK equity market is still distinct from that of continental Europe because of factors such as its size, the large number of multi-nationals and mid-sized companies with global presence, and a...
European Equities: Corporate strength abounds
01 Mar 2011
The picture is complex, but in general low indebtedness and high return on equity will cause capital flows to CEE corporates, writes Juraj Kotian
European equities: Never out of style
01 Mar 2010
Managing European equities has to be about avoiding style biases, finds Joseph Mariathasan. He speaks to five managers who have squeezed alpha from very different markets with very distinct strategies
Value traps
01 Mar 2010
Michele Gambera uses UK equities to reveal how excluding or including companies with negative earnings skews the P/E ratio of the market
A nuclear winter?
10 Mar 2009
Managers are working out when and how to position their portfolios to benefit from an eventual economic recovery,finds Joseph Mariathasan
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