Prasaanna Jeyanandhan Prasaanna Jeyanandhan

20 years of experience
European Equities Expert

Cinderella before the ball

European equities are trading at five-year valuation lows due to growth fears and record fund outflows. However, lost among the macro headlines is [...]

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 [...]

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 [...]