Henderson's Bennett: Now is the time to own the uncomfortable stuff in Europe

Introduced banks theme

Jayna Rana
clock • 2 min read

Value began outperforming growth long before the outcome of the Brexit vote or Donald Trump's US Election win and this is set to continue, according to John Bennett, Henderson's director of European equities, who is finding investment opportunities in European banks.

To continue reading this article...

Join Investment Week today

  • 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 Europe

Carmignac launches European equity fund

Carmignac launches European equity fund

Managed by Frederic Jeanmaire

clock 15 September 2026 • 2 min read
ECB holds rates for 'breathing space' as September hike anticipated

ECB holds rates for 'breathing space' as September hike anticipated

25bps hike priced in later this year

clock 23 July 2026 • 2 min read
Europe's private equity fundraising drought 'intensifying' absent megafund closings

Europe's private equity fundraising drought 'intensifying' absent megafund closings

Morningstar report

Jack Roach
clock 13 July 2026 • 1 min read
Trustpilot