Top stockpicker moves overweight Europe in R&M Recovery fund
Hugh Sergeant, manager of the River and Mercantile World Recovery fund and the group's top performing UK Equity Long Term Recovery fund, has been eyeing opportunities across Europe despite the uncertain outlook for the region.
Equity valuations have come back from lows in the last year across some of the region’s major markets, such as Germany and France, as investors return to snap up opportunities. However, Sergeant – head...
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