European equity markets are liquid and well-regulated – and home to a wealth of world-class companies that can help diversify an investment portfolio.
Active stock selection
Europe is one of the most diverse, rich and complex equity markets in the world. With different cultures, political systems and economic profiles, it presents a very attractive market for active stock pickers.
With deep analytical resources, full market coverage and proactive company engagement we believe we are well placed to discover the most compelling equity opportunities this dynamic market can offer.
Focus on long-term trends
Our team’s capabilities enable us to deliver a broad range of differentiated outcomes ranging from highly active and income portfolios through to values-led or small-cap investment strategies.
Our ESG approach to equity investing
We believe that ESG factors are financially material and can impact a company’s performance – either positively or negatively. Understanding ESG risks and opportunities, alongside other financial metrics, is therefore an intrinsic part of our research process.
The world is evolving rapidly in the current Covid-19 crisis and ESG factors will be more important than ever. We believe companies that take a wider view of their responsibilities, including all stakeholders – such as employees, customers and suppliers – are more likely to succeed.
We actively engage with the companies in which we invest, sharing insights and encouraging best practice where possible. We combine information from these meetings with the insights of our investment managers, ESG equity analysts and central ESG Investment team. This comprehensive approach means we can build a richer, more holistic view of each company. It also means we can consistently evaluate one company against another.
This approach is all part of our responsible stewardship of our clients’ assets – helping us mitigate risks, unlock opportunities and enhance long-term returns.
Why European Equities
The trends that transcend
ESG and climate rules to add value