Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
Investors remain hungry for value stocks
European value stocks have been in high demand with investors, who are banking on a sustained macroeconomic resurgence in the eurozone. And their enthusiasm for ‘cheap’ stocks shows no signs of abating.
Is the euro too expensive Fund managers
Discussion at Expert Investor Luxembourg focused on a hotly debated topic, especially in the south of Europe: is the euro overvalued?
Deflation threat played down at Luxembourg
On the day Mario Draghi announced a historical interest rate cut for the Eurozone, the panellists at Expert Investor Luxembourg trivialised deflationary risks for the currency union.
developed vs developing
Developed world and EM portfolio managers argue their case
chris taylor interview pan-euro congress 2013
Online editor Will Jackson talks to Neptune’s head of research and Japan fund manager Chris Taylor