The European energy sector has underperformed the broader European market over the past three years by 3.4% on an annualised basis.
In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
Assets fall to unsustainable levels
Glimmers of hope have recently begun to emerge for European equities.
On cusp of 'radically new chapter'
One of two lead portfolio management promotions in European equities
Europe's stockmarkets are on average up more than 20% this year.
Advisers and investors may ask themselves whether there are good reasons to consider Europe for investing. Carmignac’s Head of European Equities and Fund Manager Mark Denham argues that if you know where to look, there is much to be optimistic about....