The IT buying opportunities as political strife clouds Europe outlook

The IT buying opportunities as political strife clouds Europe outlook

Kepler Partners' Pascal Dowling analyses how an already 'politically fractured' Europe will cope with a number of elections in the coming year and highlights the European-focused investment trusts positioned to capture the opportunities from a sell-off

The UK's referendum on membership of the European Union has produced very little so far, in terms of concrete change. Instead it seems to have become the most bitterly fought contest to see who gets to say: "I told you so" in modern history. To this end, the remain side continues to forecast catastrophe for Albion with the theatrical zeal one would normally associate with a staging of King Lear, while the leave side has seized upon the news that the damage they have done to the economy is "not as bad as everyone thought it would be", as if this were in some way a reflection of the wisdom...

To continue reading this article...

Join Investment Week

  • 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


More on Europe

Chris Sherwell voted off TI1 board by shareholders

Shareholders oust Trian 1 Investors chair

Narrow 50.72% to 49.28% vote

clock 08 August 2022 • 2 min read
European-focused investment grade and high yield credit have highest inflows since April 2020.

Fixed income dominates ETF flows in July

Accounted for $32.5bn

clock 08 August 2022 • 2 min read
GMAP Dynamic also received a red rating

Property fund raises red flags at Royal London

Assessment of Value report

James Baxter-Derrington
clock 04 August 2022 • 2 min read