What's Hot? Jupiter's de Fonclare on the Euro sectors he favours

A ‘special situation' in a European context could be shorthand for a high risk, bombed out company. However, Cédric de Fonclare, manager of Jupiter's European Special Situations fund, has accepted that the European economic climate is likely to be low growth and volatile for the foreseeable future and is, instead, prioritising quality companies with visible growth that can transcend the difficult environment. "We want companies that can outgrow the general economic climate because they are exposed to strategic growth areas such as outsourcing or demographic trends," says de Fonclare. ...