The Big Question: Are you adding to your Europe exposure and how?

THE BIQ QUESTION

clock • 7 min read

Industry commentators debate whether they will up allocations to Europe over the next three months and where the best opportunities lie.

Simon Evan-Cook Investment manager, Premier Multi-Asset Funds   Avoid zombie firms We have had a decent weighting in European equities for some time. We have also been raising exposure in our income funds (but hedging out the expensive-looking euro). There are some fantastic dividend-paying companies in Europe available at a cheap price, and their addition further diversifies our income stream away from the usual suspects in the UK large-cap space. From what I gather, most of our peers acknowledge there is value to be had, but are waiting for more ‘clarity’ to invest. The trouble...

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