European Investment Trust (The) - Maintaining disciplined valuation-based approach
The European Investment Trust (EUT) has been managed by Edinburgh Partners (EP) since 2010. Lead manager Craig Armour employs EP’s strict...
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Improving performance under new lead manager
The European Investment Trust (EUT) aims to generate long-term capital growth from a diversified portfolio of European equities. Since August 2016,...
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Not Just Scotland: McGuinness, Brexit and the Dismantling of the United Kingdom
(As a mark of respect and solidarity with those killed and injured in London on 22 March, I have delayed this note by 24 hours. My sincere...
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The Market Sentimentalist: Ready, Steady, Brexit
Summary:Article 50 is due to be triggered by the UK government within the next two weeks, marking the formal start of Brexit negotiations with the...
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The Market Sentimentalist: French Election Special
The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...
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