Industry Voice: Conviction in European Equities - Finding Opportunities Amid Uncertainty

Tawhid Ali, CIO for European Equities, and Andrew Birse, Portfolio Manager for European Value Equities, believe that high conviction and a 'private equity-like' research mindset is vital for identifying opportunities amid uncertain market environments.

Industry Voice: Conviction in European Equities -  Finding Opportunities Amid Uncertainty


The European Equities team produce regular articles, the latest is presented below. If you would like to receive our regular insights content, please subscribe within the ‘Resources' section of our fund page.


Can European Healthcare Stocks Surmount US Political Pressures?



Healthcare stocks have underperformed this year amid growing fears about pressure on US drug prices. But in pockets of the European healthcare industry where these fears are overdone, we think selective investors can find attractive opportunities.



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