The case for European equities has strengthened. A major political upheaval in continental Europe is off the table for now and valuations are positive compared with American counterparts.
Against the backdrop of an ongoing economic revival in the region, many asset allocators and professional investors have reappraised the best way to capitalise on this growth.
Does it make sense to zero in on the region’s top specialists, or can more alpha be gained from a broader approach covering several strands?
Several high-profile fund selectors explained how they are seeking new ways to tap Europe without completely overhauling their existing investment philosophies.
We also gained insight from a leading European equity manager active on the front lines.