Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
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.
Discussion at Expert Investor Luxembourg focused on a hotly debated topic, especially in the south of Europe: is the euro overvalued?
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 world and EM portfolio managers argue their case
Online editor Will Jackson talks to Neptune’s head of research and Japan fund manager Chris Taylor