Paul Doyle
Paul Doyle

Paul Doyle

Head of Europe ex-UK Equities

Latest articles

September 2021

Walking the delicate path to normalisation

In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
December 2020

No alternative to equities

While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
September 2020

Coronavirus: what now for economies and markets?

It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
May 2020

Covid-19: A pandemic with no precedent in a modern economy

The good-news stories and optimism of three months ago have been consigned to the bin, as the virus, lockdowns and economic bailouts take centre stage.

Latest articles

September 2021

Walking the delicate path to normalisation

In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
December 2020

No alternative to equities

While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
September 2020

Coronavirus: what now for economies and markets?

It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
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