The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.

It’s been another week of tariffs in the headlines, though further carve outs from previously announced tariffs and reports that China is mulling over US proposals for talks has helped the mood.

With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.