Posted inForum Q&A

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.

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.

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