390. Europe rising: what’s driving returns

Take a deep dive into European equity investing, focusing on how a disciplined blend of quality, valuation and momentum can drive consistent long-term returns. Alexander Fitzalan Howard, manager of JPMorgan European Growth and Income Trust, explores how earnings revisions act as a key signal for stock performance, alongside insights into sector opportunities such as banks, infrastructure and smaller companies. We also examine the impact of macro developments, including increased European fiscal spending and geopolitical uncertainty.

What’s covered in this episode: 

• Quality, value, momentum framework
• Earnings revisions as a key signal
• Portfolio diversification and risk control
• European fiscal stimulus impact
• Defence and infrastructure opportunities
• Small- and mid-cap exposure
• European banks outlook
• Valuation dispersion across Europe
• Managing benchmark risk
• Geopolitics and market volatility

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.