However, he explains that he doesn’t think in terms of sectors or macro events like QE, but finds individual European companies “doing innovative things and getting compensated for it”. His strategy tends to steer him away from cyclicals and regulated businesses.
FSA Investment Forum Hong Kong: Macro indifferent
Jupiter’s Luca Emo, fund manager on the European growth equities team, says he’s been overweight healthcare for years and that is unlikely to change.
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FSA SPY
The FSA Spy market buzz – 15 November 2024
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
