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.
Tag: European Equities
Contrarian moves on EM exposure
Claire Shaw explains why she recently increased weighting to European companies with heavy exposure to out-of-favour emerging markets.
BMO PB overweights European equities
Europe and Japan equities are favoured, but a key investment risk is China’s GDP surprising to the downside, said Edmund Yun, executive director and head of investment for Asia, who shared his second half views with Fund Selector Asia.
Europe: little choice other than equities
With bonds trading at low yields, investors seeking income now have little alternative but to turn to European equities, according to James Sym, fund manager for European equities at Schroders.
BlackRock is selective on European equities
Certain European equities have some life in them, but nearly a quarter of European sovereign debt offers a negative yield, according to BlackRock.
Continuing euro slide to boost equity appeal
European equities stand to benefit as the euro depreciates, but across developed and emerging markets, much hinges on governments delivering structural reforms, according to Giordano Lombardo, group chief investment officer at Pioneer Investments.
