Why investor eyes are returning to Europe

Move towards more value- and cyclically-oriented stocks

clock • 4 min read
Ritu Vohora of T. Rowe Price
Image:

Ritu Vohora of T. Rowe Price

This year has begun with turbulent markets and an equity decline led by US growth-oriented names.

Whether it marks a bigger shift away from the innovative, high growth, tech names - which have dominated equity market performance in the last decade - remains to be seen. The growth in this segment of the market has been driven by some truly innovative business successes, which have changed the way we live, work, shop and communicate. But the stunning outperformance of a concentrated group of companies has led many to question when this strong run will slow down and whether valuations in other areas of the market are due a catch-up. In this relatively recent, but prolonged, period...

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
member?

Login

More on Europe

The UK accounted for €4bn in net UCITS sales in April.

Monthly outflows persist across equity UCITS and AIFs in April

Improved from €42bn outflow in March

clock 27 June 2022 • 1 min read
Brian Raven, Tavistock chief executive

Tavistock revenues jump 14% amid year of acquisitions

Bought LEBC research firm

clock 27 June 2022 • 1 min read
Equity funds managed to stay in positive territory with €2.9bn of new net subscriptions

Morningstar: European fixed income funds suffer €16.5bn net outflows in May

Equity funds remained in positive territory

clock 23 June 2022 • 1 min read
Trustpilot