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Blogs
Digging In - The Implications of Fiscal Spend on the World of Raw Materials are ready!20th November 2025
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The Green Deal: The SWMC team discuss a landmark opportunity for European equities6th October 2020
DetailsSWMC Large cap update Stuart discusses the current investor sentiment in Europe and his upbeat view from the ground15th August 2019
DetailsStuart Mitchell’s Q1 update 2019 Stuart discusses recent European performance and reasons to be more cheerful4th April 2019
DetailsAfter meeting over 200 companies in January, Brian Cullen reflects on what we have learnt8th February 2019
DetailsStuart Mitchell’s Q4 update 2018 Stuart reflects on the year and his approach going into 201912th December 2018
DetailsStuart Mitchell’s Q3 update 2018 Stuart discusses how the strategy has performed in a period of risk aversion19th October 2018
DetailsStuart Mitchell’s Q2 update 2018 Stuart discusses the outlook for European equities26th July 2018
DetailsPeter Fodroczy discusses some tech themes we are excited about from gaming to Russian internet20th April 2018
DetailsStuart Mitchell’s Q1 update 2018 Stuart discusses the drivers involved in his Q1 outperformance23rd January 2018
DetailsAs we approach the end of the year Brian Cullen discusses the current environment and opportunities in the UK1st December 2017
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Amadea Bentheim discusses her thoughts on the recent German election and what it may mean for investors in the region11th October 2017
DetailsPeter Fodroczy discusses our approach to technology investing and more specifically the potential in the online food ordering space26th July 2017
DetailsJulian Johnston discusses French politics and the ongoing parliamentary elections15th June 2017
DetailsLukas Schmitz reflects on the recent inclusion of Greek stocks within his emerging European fund6th June 2017
DetailsStuart Mitchell’s Q2 2017 update Stuart reflects on the seminal moment for Europe that has arisen from the French election result and discusses his very strong start to the year26th April 2017
DetailsJamie Carter’s Q2 2017 update Jamie reflects on a great start to the year and discusses the contentious French election20th April 2017
DetailsStuart Mitchell’s Q1 2017 update Stuart reflects on 2016 and discusses our outlook for this year25th January 2017
DetailsAfter the turmoil of last year Jamie carter sees enormous opportunity for stock picking and alpha generation in Europe20th January 2017
DetailsAmadea Bentheim discusses her recent visit to the German equity forum in Frankfurt30th November 2016
Details“Out of chaos comes opportunity” Stuart and Jamie on our outlook for European equities following the Brexit vote28th June 2016
DetailsLukas Schmitz discusses his findings from a recent trip to meet with companies in Greece15th May 2016
DetailsBrian Cullen reflects on what has and hasn’t happened in the aftermath of the Brexit vote16th March 2016
DetailsAmadea Bentheim discusses how environmental, social and governance (ESG) investing is relevant to us and how it is incorporated in our investment process16th March 2016
DetailsBrian Cullen on the opportunities and risks in the uk market, and what action he is taking2nd November 2015
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