Beyond Bulls & Bears

Brexit: How Quickly May the Surprise Wear Off?
Equity

Brexit: How Quickly May the Surprise Wear Off?

Our view is it’s important to focus on the fundamentals of individual companies. We think it’s a stock-picker’s market, and there may be some attractive value opportunities opening up, although they may close rather rapidly.

The Post-Brexit Irrationality of Markets
Equity

The Post-Brexit Irrationality of Markets

Investors are now mulling over what this decision might mean for the UK economy and that of Europe as a whole. Without question, this decision creates uncertainty because there is no blueprint for a country to leave the EU.

Scouring Europe for Overlooked Value in Equities

Scouring Europe for Overlooked Value in Equities