Europe managers reveal their top stocks

EUROPE

Three Europe managers reveal which stocks currently offer the best value.

Will James Fund manager – European Equity Income at Standard Life Investments In a market environment where dividends remain surprisingly underappreciated as a driver of equity total returns Continental European equities should be one of the first port of calls when it comes to income and income growth. There are numerous examples of high-yielding companies.  Austrian Post is of particular note; the postal services provider has a quasi-monopoly position in Austria which interestingly has got even stronger since EU liberalisation of the postal sector across Europe.  It has delivered...