Where are the managers of European funds finding their opportunities? Which sectors and stocks currently look the most appealing for investors? Darius McDermott spoke to three European equity managers to find out...
These are challenging days for Europe. Russia's hostilities towards Ukraine have turned into an invasion and the spectre of rising inflation looms large. European stock markets have also had a troubled start to the year. The Euro Stoxx 50 and Germany's Dax have fallen 8% year to date, while France's CAC 40 has slipped 6%. However, fund managers believe there are still plenty of opportunities due to the region's size, the fact it's home to many exciting companies, and other encouraging factors including the relaxation of covid rules in many countries. It's a point acknowledged by Le...
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