Michael Clements Michael Clements

19 years of experience
European Equities Expert

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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