Michael Clements Michael Clements

21 years of experience
European Equities Expert

Lessons for contrarian investors in a new era of volatility
One thing that is certain in this era of market volatility is our skills will be thoroughly tested. Read on for the 10 lessons in investing to help contrarians navigate this new stage of the cycle.
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Contrarian investing in the italian banking crisis “The view [...]
Playing the weakness in Italian financials on the back of the NPL crisis was one of our key themes in 2016. [...]
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We do it the contrarian way! “Talk with our expert”
Europe is becoming a more attractive place to do business. That’s why investors must have European stocks in their portfolios. [...]
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Contrarian opportunities in low volatility environment
2017 has started strongly for equity markets. The MSCI World index, a gauge of global stocks, recently touched all time highs. [...]
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Fast-growing digital gaming market not such a gamble
Online gaming has been growing by an impressive compounded annual growth rate of around 12% over the last 10 years. [...]
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Macro uncertainty: keep calm and wait for opportunity
Investing is often about timing, as it is difficult to make predictions. [...]
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Amec Foster Wheeler to be acquired at a 30% premium by Wood [...]
Wood Group surprised the market by announcing an equity-financed bid for Amec Foster Wheeler at a price of 564p, a 28.7% premium to its 3-month average. [...]
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Coupling up – Aberdeen Asset Management and Standard Life ke [...]
Boom times are back if you happen to be an M&A banker, especially one that specialises in financial services (FIG). [...]
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