For individual investors in the UK

Could this cycle be very different for European Equities?

WEBCAST: Could this cycle be very different for European Equities?

John Bennett

John Bennett

Director of European Equities | Portfolio Manager


Nick Sheridan

Nick Sheridan

Portfolio Manager


Robert Schramm-Fuchs

Robert Schramm-Fuchs

Portfolio Manager


23 Jan 2022
39 minute watch

Markets so far in 2022 have felt like entering a factor casino where stock specifics have been drowned out by the growth vs value style debate. Persisting inflationary pressures and hawkish central banks have prompted investors to challenge the dominant narrative of the last market cycle – to buy growth and sell value – and the extension of that –to buy tech and sell oil, buy the S&P 500 and sell MSCI Europe, buy bonds and then buy more bonds.

Richard Brown, Client Portfolio Manager, is joined by our European experts in a thought provoking discussion as they assess the potential for outperformance from European Equities and the best stock opportunities in the current market environment. John Bennett (blend style), Nick Sheridan (value style), and Robert Schramm-Fuchs (long/short style) cover key trends and participate in a Q&A at the end of the debate.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

Marketing Communication.

 

Glossary

 

 

 

John Bennett

John Bennett

Director of European Equities | Portfolio Manager


Nick Sheridan

Nick Sheridan

Portfolio Manager


Robert Schramm-Fuchs

Robert Schramm-Fuchs

Portfolio Manager


23 Jan 2022
39 minute watch