Industry Voice: Conviction in European Equities - Finding Opportunities Amid Uncertainty

Tawhid Ali, CIO for European Equities, and Andrew Birse, Portfolio Manager for European Value Equities, believe that high conviction and a 'private equity-like' research mindset is vital for identifying opportunities amid uncertain market environments.

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AB EUROPEAN EQUITIES INSIGHT

The European Equities team produce regular articles, the latest is presented below. If you would like to receive our regular insights content, please subscribe within the ‘Resources' section of our fund page.

 

Can European Healthcare Stocks Surmount US Political Pressures?

 

Healthcare stocks have underperformed this year amid growing fears about pressure on US drug prices. But in pockets of the European healthcare industry where these fears are overdone, we think selective investors can find attractive opportunities.

IMPORTANT INFORMATION

The ES AllianceBernstein Europe (ex UK) Equity Fund entails certain risks:

  • Equity securities risk: The value of equity investments may fall as well as rise, over short or long periods, and you may get back less than you originally invested.
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  • Derivatives risk: The Portfolio may use financial derivative instruments which may results in increased gains or losses.
  • Other risks include: Concentration risk, counterparty and custody risk, country risk, currency risk, derivatives risk, hedging risk, liquidity risk, management risk, small & mid cap stock risk, illiquid or restricted securities risk and investment in collective investment schemes risk.
  • These and other risks are described in the Portfolio's prospectus.

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