With the Euro 2016 football tournament about to get underway, Martin Skanberg and Nicholette MacDonald-Brown weigh up the investment opportunities on offer from some of the main contenders.
As investors in European equities, our focus is on stock-specific opportunities. We are agnostic as to where a company is based - what is important for us is finding individual stocks that have been mispriced by the market. The macroeconomic environment is something we take into account, but it is possible to find interesting stock-level opportunities almost anywhere. Europe is an open economy and the kinds of companies we invest in often have operations not just in their home market but across the continent and the rest of the world too. France (odds to win Euro 2016: 3/1) - Opp...
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