Small caps are more tied to the domestic economy than large caps. Tabarly also likes European high yield credit. He expects further quantitative easing measures by the ECB will support this bond segment. The UK exiting the European Union “is not part of a central scenario”. However, he said the decision is not until late 2017, which is a fairly long time from now.
FSA Investment Forum Singapore: Opportunities in European small caps
In a video interview, Pierre-Amaury Tabarly, investment specialist at BNP Paribas Investment Partners, says that a good play on Europe's recovery is through small cap investment.
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FSA SPY
The FSA Spy market buzz – 1 November 2024
Battleshares’ old versus new, Goldman Sachs’ Cassandra warning, Hong Kong property’s negative equity woes, Ninety One’s trillion-dollar question, Contrarian alert from CB, Lists and much more.
