reports
- David Johnson
Primed for ignition
With its dedication to high-quality, high-growth companies, Montanaro European Smaller Companies (MTE) has fallen awry of recent market trends. MTE’s manager, George Cooke, notes that the market is currently favouring low-quality, low-value companies (such as smaller southern-European banks). This may be due either to improving sentiment around Europe’s economy (having seemingly dodged a recession) or the initial effect of falling interest rates, which are typically positive for riskier assets l...
- David Johnson
Primed for ignition
With its dedication to high-quality, high-growth companies, Montanaro European Smaller Companies (MTE) has fallen awry of recent market trends. MTE’s manager, George Cooke, notes that the market is currently favouring low-quality, low-value companies. This may be due either to improving sentiment around Europe’s economy (having seemingly dodged a recession) or the initial effect of falling interest rates. These are macro-level events, however, and George is more focused on stock picking. He b...
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