Industry commentators debate whether they will up allocations to Europe over the next three months and where the best opportunities lie.
Simon Evan-Cook Investment manager, Premier Multi-Asset Funds Avoid zombie firms We have had a decent weighting in European equities for some time. We have also been raising exposure in our income funds (but hedging out the expensive-looking euro). There are some fantastic dividend-paying companies in Europe available at a cheap price, and their addition further diversifies our income stream away from the usual suspects in the UK large-cap space. From what I gather, most of our peers acknowledge there is value to be had, but are waiting for more ‘clarity’ to invest. The trouble...
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