Identifying Europe's 'hidden champions' amid ongoing volatility

clock • 9 min read

Four European fund managers reveal the different strategies that are helping them find the best opportunities in the region as they continue to navigate market volatility.

David Moss, director, F&C European Growth and Income fund, BMO AM Where do you feel Europe has made real progress in recent years? Europe has made tremendous progress since the death of the European financial crisis and the two back-to-back recessions between 2011 and 2014. Eurozone and UK economic growth figures have improved, showing moderate strength, courtesy of lower energy prices, a weakening euro, increased business and consumer confidence indicators and rising real wages. European banks have also made impressive progress, with the sector undergoing important reforms since ...

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