For institutional investors in Norway

European Equities: stay the course in 2022

John Bennett

John Bennett

Director of European Equities | Portfolio Manager

9 Dec 2021

John Bennett, Director of European Equities, explains why he believes value stocks could dominate the ongoing tug-of-war with growth stocks in 2022 and discusses why it is important for investors to stay the course.

Key takeaways:

  • European equities will continue to be influenced by the ongoing debate around inflation and the closely associated shape of the bond yield curve.
  • After a long period of outperformance of growth stocks, we are starting to see signs that value stocks could dominate market returns in 2022.
  • Equity investors should be prepared for 10-20% drawdowns in their investments as we believe that this is part and parcel of investing in equities.



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.


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