Europe

For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.

Rising inflation a risk

44% outperformed up from 28%

Political concerns remain

Up 6.2% since start of the year

Less scope for markets to get more expensive

Accelerating ETF adoption

Discussing the challenges of Europe

European indices approaching historic peak levels

Co-manager on European long-only mandates