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JPM equity star Horne: how I’m playing a weaker euro

Companies with clear US exposure, notably in the autos sector, will be the big winners from a weakening of the euro, according to Citywire A-rated Nicholas Horne.

Horne said he is currently overweight this sector in the €459 million JPM Europe Equity fund, which he co-runs with fellow Citywire A-rated managers Michael Barakos and Alexander Fitzalan-Howard.

In this video, Horne explains which the stocks and sectors he favours at the moment, and shares his views on the latest developments from the situation in Greece.

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Related Fund Managers

Nicholas Horne
Nicholas Horne
197/604 in Equity - Europe (Performance over 3 years) Average Total Return: 26.59%
Michael Barakos
Michael Barakos
105/604 in Equity - Europe (Performance over 3 years) Average Total Return: 31.37%
Alexander Fitzalan-Howard
Alexander Fitzalan-Howard
181/604 in Equity - Europe (Performance over 3 years) Average Total Return: 27.43%
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