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 – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
