Covid-related stocks underpriced
BofA European fund manager survey
Internet stocks under attack
It is a well-known saying in investment circles that asset allocation drives 90% of returns. With this figure in mind, it is relatively easy to see why investors have overlooked European equities for several years.
As we enter the second half of the year it is important to take stock of upcoming themes that may impact portfolios.
Expects trend to continue
Will join UK and European equities teams