Special Report:The pitfalls facing European investors

SPECIAL REPORT

clock • 8 min read

As European equity markets rebound, Annabelle Williams assesses the potential challenges to the recovery and asks how managers are playing the rally - while still protecting their portfolios.

The past two years have been a tough time for equity investing in Europe. As a question mark hung over the future of the 17-nation monetary union, and the seemingly insurmountable debt problems of the peripheral nations required regular political intervention, investors shied away from the region. Some managers argued Europe’s markets were trading at unfairly low valuations, with any further bad news already priced in. But sentiment remained negative, and the EuroStoxx 50 steadily declined to a low of 2,068 in June 2012, down from 3,008 in May 2011. However, the tide began to turn las...

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 Europe

FundCalibre's Schooling Latter: The shifting sentiment in Europe

FundCalibre's Schooling Latter: The shifting sentiment in Europe

Portfolio picks

Juliet Schooling Latter
clock 27 March 2024 • 4 min read
Timing of ECB rate cuts in doubt as core eurozone inflation measure disappoints

Timing of ECB rate cuts in doubt as core eurozone inflation measure disappoints

Services price inflation remains sticky

Valeria Martinez
clock 01 February 2024 • 1 min read
Eurozone inflation rises to 2.9%

Eurozone inflation rises to 2.9%

Driven by energy prices

Elliot Gulliver-Needham
clock 05 January 2024 • 1 min read
Trustpilot