Jon Ingram, portfolio manager & Stephen Macklow-Smith, portfolio manager
With the European Central Bank (ECB) having just raised its forecasts for eurozone growth and inflation for the next three years, the outlook for regional equities is bright. European companies are expected to grow their earnings further this year, and the ECB’s government bond purchase programme should support the eurozone recovery and boost confidence among corporates and households. Risks remain, however, including the ongoing Greek debt crisis and the uncertainty brought about by the May general election in the UK.
In this context, Stephen Macklow-Smith, Europe Strategist Behavioural Finance and Jon Ingram, manager of the JPMorgan Europe Dynamic (ex-UK) Fund, share their views on the outlook for European equity investors, as well as the benefits of an unconstrained approach to investing in attractively valued, high quality European companies that are underpinned by good momentum.
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