Caught between the growth potential of emerging economies and US tech, and the relative comfort of the UK domestic market, European equities are often overlooked by UK investors.
Indeed, Europeans themselves are relatively late advocates of equities, with finance having historically been dominated by bank lending. If Europeans do not see the point in European equities, why on earth should other investors care? It is easy to be a sceptic; I once cruelly remarked that "while the US market has FAANGs, Europe has gums". JPMAM's Ward on how Europe is being impacted by the global trade storm However, like most jokes, it is rooted in both truth and exaggeration. While the European investment case is distinctly different from the US market, this hardly makes it ...
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