Interactive Investor

Why this region is in a sweet spot of performance

27th July 2023 09:11

by the interactive investor team from interactive investor

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Fund investors have shied away from Europe over the past couple of years. But now is a good time to re-examine exposure to the region – valuations are cheap, and its recent performance is catching the eye. A key driver has been European-listed luxury goods companies buoyed by the reopening of China and the resilience of wealthy consumers in the face of the cost-of-living crisis. To take a closer look at where the opportunities might be for your portfolio, Kyle is joined by Zehrid Osmani, manager of the Martin Currie Global Portfolio (LSE:MNP) Trust, which has half its assets in Europe.

Past performance is not a guide to future performance.

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On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

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