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Germany’s surprising stock market
Germany isn’t the only magnet as investors are also warming to global ex-US funds
Defence names, gold miners and European stocks have led the way in 2025
It could take a long time to reverse decades of lagging behind the US
Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming
Andrew van Sickle: Shall we start with an overview of your fund? Daniel Avigad: The TM Lansdowne European Special Situations Fund is a long-only, mid- to large cap-focused Europe ex-UK fund. We concen
Despite its spectacular performance there are some UK stocks which have beaten the US stock index