Strategy research

Investment strategy is our "core" research activity: we put ‘Europe in a Global Context.'

European investment strategy is central to our research, with both David Bowers and Ian Harnett having been #1 Extel and top-3 II rated pan-European equity strategists.

Whether the need is for short-term technical and sentiment developments, a deeper analysis of the latest earnings trends, valuation and accounting, or sectoral moves, we provide our clients with one of the most comprehensive approaches available to European investment strategy, at both a country and a sector level.

Each week, in our European Equity Briefing, we explore an emerging theme in the European equity markets and drive our macro-analysis down into country, sector and stock screens, highlighting potential ways to action the investment opportunity.

We employ the highest quality staff READ MORE >

Founders Ian Harnett and David Bowers READ MORE >

A highly skilled and experienced team READ MORE >

‘Europe in a global context’ READ MORE >

Work is carried out across the teams READ MORE >

An outstanding specialist sales team READ MORE >

Providing exemplary client service READ MORE >