Search this website. You can use fund codes to locate specific funds

Why European equities?

Investors have retreated from European stocks throughout 2016, with market sentiment close to its lowest level since the 2011-2012 sovereign debt crisis. Then, as now, political and macroeconomic uncertainty was the source of their anxiety. Amid continued economic torpor, a range of political pressures – including Brexit, the rise of anti-establishment movements that threaten the European construct, and social tensions caused by the migrant crisis – have spurred investors to pull up to €100bn from active European equity funds this year.

Key points

Investors have avoided or exited European equities in a year of political shocks and macroeconomic uncertainty

While the risks posed by far-right parties and instability in Eastern Europe are myriad, their impact on markets may be overblown

We believe that investors focused on top-down events may be missing out on bottom-up opportunities

Only active managers can concentrate on the European companies with the financial strength and vision to take control of their destiny

Related articles

Net zero on the menu
Central bank digital currency: clean atomic monetary energy or financial fallout risk?
Credit Pulse: market update – 17 September 2021
Impact Annual Report, 2020
Federated Hermes, Inc. to acquire remaining interest in Hermes Investment Management held by BT Pension Scheme
SDG Engagement Equity: 2021 H1 Report

Sales contacts

Jakob Nilsson, Executive Director - Head of Distribution, Asia Pacific
Alex Ng, Head of Wholesale Distribution, Asia
Mark Coppell, Director - Distribution, Asia Pacific
Byung-Hoon Choi, Director - Distribution, Korea