In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria…
Tag: European stocks
Goldman Sachs: American Investors ‘Open’ but Skeptical about Buying European Stocks
The London-based team at Goldman Sachs has been approaching U.S. investors about buying European stocks, according to a recent article in Barron’s. “The good news is, they’re not hanging up…
European Stocks Appeal to This Investor with $837 Billion
A recent article in Bloomberg reports that Manulife Investment Management is on the brink of overweighting European stocks after the region’s equities saw the worst tumble in more than three…
Dalio's $22 Billion Bet Against Europe
Billionaire fund manager and Bridgewater founder Ray Dalio is “leading his firm down a path few other funds care to tread,” that involves selling off European holdings to the tune…
Bloomberg: It Could Be Time to Run with the Bulls
The election of Emmanuel Macron as French president should be the “signal for equity investors to take advantage of a less febrile political environment and buy European stocks,” according to…