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In their latest update, Paul Wild and Nico Jackson, managers of the JOHCM Continental European Fund, discuss a potential game-changer for Europe’s economic destiny, the fight against climate change, as well as the drivers behind the Fund’s strong rebound in performance since the market lows of March.
Disclaimer
For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.
With inflation continuing to soften, and growth returning, European valuations look still more attractive
Declining inflation and an improved outlook for interest rates are lifting European equities
Rates continue to rise even as Inflation continues to ease
Time for a Reassessment and Reconsideration in European Equities
Despite challenging macro conditions, earnings growth suggests a positive outlook for equities
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