Five fund groups on the key opportunities and trades driving their portfolios

clock • 9 min read

Fund managers presenting to delegates at Investment Week's Channel Islands Summit explain how their investment strategies are helping them overcome market headwinds.

Samantha Gleave, manager, Liontrust European Growth and European Strategic Equity funds What are the biggest headwinds and tailwinds for European companies as we move into 2017? We adopt a bottom-up approach to stock selection and we construct our funds on this basis. It is not part of our process to forecast macroeconomic conditions or the outlook for particular countries or sectors in Europe.  The most significant headwind for European companies is perhaps an ongoing environment of low economic growth. Geopolitical risks are also high, and present a further challenge. In additio...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Global

Investment Week launches Geographical Equities Conference 2024

Investment Week launches Geographical Equities Conference 2024

Allianz Global Investors, Downing, EdenTree and Royal London Asset Management among speakers

Investment Week
clock 15 January 2024 • 2 min read
Moody's downgrades China sovereign credit outlook to negative

Moody's downgrades China sovereign credit outlook to negative

Retains A1 rating

Elliot Gulliver-Needham
clock 05 December 2023 • 2 min read
ECB warns high rates are pushing economy towards fragility

ECB warns high rates are pushing economy towards fragility

‘Early signs of stress’ in banks

Elliot Gulliver-Needham
clock 22 November 2023 • 2 min read
Trustpilot