FUND STRATEGY: INVESTOR PESSIMISM EXAGGERATED IN EUROPE AND CHINA, SAY MANAGERS

Pessimism around European equities and trouble in China may be overdone, say fund managers as the earnings season wraps up. Despite earnings growth being expected to come in at 8 to 12 per cent this year, excluding mining and oil stocks, Stuart Mitchell, manager of the SWMC European Fund, says investor scepticism surrounding European equities is the highest he has seen in his career.

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CITYAM: FIVE OF THE BEST EUROPEAN STOCKS FOR YOUR PORTFOLIO – PANDORA JEWELLERY, SPORTSWEAR FIRM ADIDAS, MOBILE PHONE COMPANY ORANGE, OIL FIRM TENARIS AND PUBLISHER WOLTERS KLUWER ALL STAND OUT

Europe has been a popular choice for investors in recent years. This is largely because the region is home to thousands of well-established businesses, many of which are global leaders in their field, and because Europe’s policy makers are determined to keep the region out of another crisis. Although European economies are slow, they are not stagnant, says Rory Bateman of Schroders.

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INVESTORVLOG: USING ANXIETY TO ADD TO UNLOVED EU BANKS

Stuart Mitchell, founder of S. W. Mitchell Capital, has used the anxiety at the beginning of this year to add to European financials: Most recently we have added to our financial positions. We sold one holding in a company that was not quite performing as expected. The anxiety at the beginning of this year around the financial sector has created an extraordinary opportunity to add to our existing positions.

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