Michael Clements Michael Clements

26 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 [...]

Contrarian investing in the italian banking crisis “The view of the European Equity team”

Playing the weakness in Italian financials on the back of the NPL crisis was one of our key themes in 2016. Since then, a number of steps have been [...]

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. But tracking down th [...]

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. Global risk appetite [...]

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. Yet, this segment only represen [...]

Macro uncertainty: keep calm and wait for opportunity

Investing is often about timing, as it is difficult to make predictions. Our bottom-up investment philosophy focuses on high-quality companies with [...]