Why Europe's quality growth companies are set to defy consensus

Seen no corporate earnings growth since 2011

clock • 4 min read

At a time of rising political risk, the best high-quality growth stocks are likely to outperform, writes Allianz GI's Marcus Morris-Eyton.

Europe has no shortage of looming political crises. If the upcoming Brexit negotiations and beleaguered Italian banks were not enough to worry about, Greece's Syriza government is once more struggling to agree a deal with its creditors.  What's more, upsets in this year's French, German and Dutch elections could strike at the heart of the eurozone status quo. Viewed from afar, this high level of political risk appears to tarnish the appeal of all European equity investments with the same brush. This is despite the fact markets in 2016 surprised several times by illustrating just how l...

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