Low earnings positive for European equities

Two years ago, for many investors there was a straight equity shoot-out between investing in either the US or Europe. Here, head of European equities at F&C David Moss explains how, if at all, things have changed.

Low earnings positive for European equities
Two years on and, according to David Moss, the perception among investors is still one of either the US/or Europe though at least the conversation has moved on to the relative value of each.
 
In this interview, filmed at Portfolio Adviser Autumn Congress, he explains how he is able to maintain his long-term investment views on Europe even though, for example, he has seen banks move out of favour since the start of the year.
 
 

 

For Moss's views on whether the north/south continental divide is myth or opportunity, click here.

Recent News

Leave a Reply