The Case for Europe
1 minute read
Key takeaways:
- Europe is home to many financial, energy, material and industrial companies, which tend to do better than their defensive counterparts when emerging from a downturn.
- To achieve net zero carbon, energy companies – which have in place the infrastructure, technology and cash flow – will be essential. Many of the market leaders in energy reside in Europe meaning that it is well placed to benefit from this long-term secular growth theme.
- Valuations are cheap, even by European standards, and yet a diverse set of robust companies exist in the continent. This could offer an attractive entry point for investors.
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. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.
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.
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