adviser only
Three reasons investors shouldn’t ignore European equities
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
View the transcript
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.
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions.Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice.Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.
