Pricing power: a growing differentiator among European equities
Equity Portfolio Manager Thomas Horsey, Investment Director Alex Davis and Investment Specialist Arthur Lui examine why pricing power is becoming a growing differentiator among European equities.
Why targeted European equity exposure matters in 2026
Equity Portfolio Manager Thomas Horsey and Investment Specialist Arthur Lui explore why targeted European equity exposure matters in 2026 and identify standout areas to watch.
The long-term rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.
The power of local perspective: the rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.
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