19 October 2019

Cédric Spahr

Equity Strategist, Bank J Safra Sarasin
  • European healthcare sector is considered one of the few market segments able to deliver robust long-term growth. Photo: Reuters

    European equities: What to buy?

    - May 31, 2019 10:44am
    European equity markets have performed roughly in line with global markets since January 2019. This dovetails with our neutral regional ratings for the euro area, Switzerland and the UK, which offer good but not exceptional prospects...
  • To investors who anticipate a favorable Brexit outcome, domestically-focused UK companies, which have been hit hard, offer interesting investment opportunities, observers say. Photo: Reuters

    European equities: Some opportunities, yet no screaming buys

    - Nov 27, 2018 2:13pm
    European equities have performed poorly this year. Weak manufacturing purchasing managers’ indices were a significant factor that led to the slide in markets across Europe. We believe that the decline does not yet provide a clear...