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Europe

May 01, 2025
Avoid the tariff pain with this pharma major
The Swiss company is investing big in the US, and shareholders could benefit
April 04, 2025
European semiconductor stocks could benefit from trade wars
Europe鈥檚 semiconductor industry could eventually benefit from current trade wars
Partner Content by HICL Infrastructure PLC
The upcoming UK infrastructure strategy 鈥� opportunity or distraction?
Recent announcements from the UK Prime Minister and Chancellor have highlighted their desire to increase infrastructure investment substantially as a way to meet societal needs and to drive growth.
March 19, 2025
John Baron: It鈥檚 time to add European companies
Expert Portfolio: John Baron explains the trusts he鈥檚 using to take advantage of the continent鈥檚 renaissance
March 13, 2025
A European defence champion primed for growth
There鈥檚 a spending supercycle on the way and one of Europe鈥檚 largest arms manufacturers stands to benefit
March 05, 2025
How to play the European defence boom
As the continent faces up to the retreat of the US, companies on this side of the Atlantic have to potential to re-rate further
March 03, 2025
Defence shares surge after Ukraine summit
There were double-digit gains for leading defence players as Europe and the US diverge on Ukraine
February 28, 2025
How far will the ECB go? Economic week ahead 鈥� 3-7 March
Euro area rates will be cut next week, but there's more uncertainty to come
February 26, 2025
Investment trusts for income and Europe's rebound
Trusts offering a discounted way to diversify from the US stock market
February 21, 2025
The funds capturing Europe's hot streak
We look at the standout portfolios fighting back against economic malaise and Donald Trump's trade war

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