Three reasons investors shouldn’t ignore European equities

Staci West 12/09/2023 in Europe

Despite continued negative market sentiment towards European equities, Mark Nichols, co-manager of the Jupiter European fund, gives us there reasons why investors shouldn’t ignore Europe, highlighting valuations, growth opportunities and the type of companies available.

Watch the full interview with Mark Nichols on why European equities are attractive today

Mark Nichols: European equities trade at attractive price levels relative to other markets, relative to other investment opportunities, relative to their own history. We don’t think investors should ignore attractive valuations and attractive prices. Secondly, we think Europe is the home to a series of interesting global champions that exploit global growth opportunities. And it’s a very different, more diverse group of growth opportunities that are exploited by European companies than you see, particularly if you look at the US equity market. And thirdly, I think it’s important to point out that if you want exposure to attractive premium luxury brands, the only place to get that exposure at any scale is Europe; home to French leather goods, Swiss luxury products, luxury chocolate, luxury drinks. You’ve got to go to Europe for a bit of luxury.

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