What’s next for the banking sector as rate cuts loom?
After a long wait, interest rate cuts are starting to come through. In June, the European Central...
GAM Star Continental European Equity
France’s snap election: a threat to Europe’s financial stability?
It was all looking up for Europe. Economic statistics were improving, the stock market was revivi...
adviser only
Luxury in flux but brands still booming
This article first appeared in Professional Adviser on 13 February 2024 It’s not often you see ...
Navigating the dilemma of small vs large-cap funds for your ISA
When constructing a diversified portfolio, the decision on how much to invest in small and large-...
The ‘Lipstick Effect’ explained
What can the lipstick effect tell us about the economy today? There really is a day for everythin...
adviser only
Europe’s China play could pay off
This article first appeared on trustnet.com on 2nd May 2023 Talk to almost any European equities ...
Should European equity investors follow Macron’s lead?
“I never tire of reminding people that over half of the profits and revenues of European companie...
ISA ideas from around the globe
With nothing planned for the Easter holidays and the weather still very unspring-like, thoughts i...
adviser only
Is there ever a good time to invest in Europe?
This article first appeared in on professionalparaplanner.co.uk on 16th July 2022 “When has Europ...
Six ways to invest in an inflationary environment
UK inflation rose to 9% in April, its highest level in 40 years and almost double the rate the Ba...
Sustainable cities impacting tomorrow’s generation
Buying a house is off-limits to many, thanks to rising rents, pay freezes and a general lack of a...
Investment opportunities in clean energy
The renewable energy drive has formed a large part of the UK government’s “Build Back Better” pla...
192. Why energy prices could remain high
Niall Gallagher, manager of GAM Star Continental European Equity fund, explains why European comp...
How active management can beat the stock market
Leading global stock markets haven’t risen very much over the last 22 years. Despite some peaks a...
Best stock bargains of 2021
It’s Black Friday this week and, according to research company Statistica, UK consumers take the ...