Cheap valuations and earnings growth could be a catalyst for Europe this year, according to Ferdinand Cheuk, portfolio manager for global equities at Franklin Templeton Investments.
Tag: European Equities
HEAD-TO-HEAD: JP Morgan versus Jupiter
FSA compares the JP Morgan European Dynamic Fund and the Jupiter European Growth Fund.
HEAD-TO-HEAD: Invesco vs Jupiter
FSA compares the Invesco Pan European Structured Equity Fund and the Jupiter European Opportunities Fund.
Asia’s fund selectors like slumping Chinese equities
In the next 12 months, research suggests that allocations to China equity funds will be up while US and European equity product exposure will decrease, according to data collected by FSA.
How to weather sector rotation
Managing sector rotation is the most challenging aspect of equity investing, and the best solution is to wait it out, argues Michael Buhl-Nielsen, fund management director at Jupiter Asset Management.
For dividends in Europe, seek cyclical stocks, says JPM
Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
HEAD-TO-HEAD: JPMorgan vs MFS
FSA compares two European equity products: the JPMorgan Europe Dynamic Fund and MFS Meridian European Research Fund.
HEAD-TO-HEAD: Investec vs MFS
FSA compares the Investec European Equity Fund with the MFS Meridian European Research Fund
HEAD-TO-HEAD: Allianz Global Investors vs Kempen International Funds
FSA compares the Allianz Europe Small Cap Equity Fund with the Kempen European Small-Cap Fund.
What to avoid when investing in Europe
Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
