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Insights By Thomas Kramer
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4 min
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.
4 min
Article
2026-10-31
Article
4 min
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.
4 min
Article
2026-03-31
Article
4 min
Surprise French election result: what does it mean for investors?
Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.
4 min
Article
2025-07-31
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