Conjecture: Positivity towards Europe remains despite Greek wobble and euro troubles

clock

This week's panel discusses European equities and the impact of the Greek tragedy

Europe is a big continent that is getting bigger all the time with expansion of the EU a topical subject. Let’s start with top-line initial thoughts, what is your house view of Europe? Alister Hibbert (AH): We are broadly positive towards Europe, for a number of specific reasons. The corporate profits cycle is under way and going very solidly. We think that is a very good backdrop for equities generally. When we think of Europe versus other developed world equities at least, the recent rout that has come through the euro and the wobble in the markets courtesy of Greece, is very much a b...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Europe

Eurozone inflation dips below ECB target for the first time in over three years

Eurozone inflation dips below ECB target for the first time in over three years

Down to 1.8% in September

Valeria Martinez
clock 01 October 2024 • 1 min read
Investors raise alarm over impact of rising populism on European stocks

Investors raise alarm over impact of rising populism on European stocks

Political gridlock expected

Sorin-Andrei Dojan
clock 26 September 2024 • 4 min read
Partner Insight: Has the European credit cycle been extended?

Partner Insight: Has the European credit cycle been extended?

Derek Hynes, Fixed Income Portfolio Manager and Will Prentis, Fixed Income Investment Specialist at Wellington Management
clock 21 June 2024 • 4 min read
Trustpilot