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 – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
