YOUR MONEY: EXPERIENCED INVESTOR

Fund manager view: Five stocks poised to thrive through Brexit volatility. Market uncertainty is expected to persist in the aftermath of the momentous Brexit vote. Below, fund managers pick five stocks they believe are able to withstand the volatility and thrive through the unprecedented economic landscape.

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INVESTMENT EUROPE: SPOTTING ANALYST SENTIMENT

The chart below highlights the mind-set of European investors right now: it is all about safety, safety, safety! Investors are even more conservative than they were back in 2008, which is an incredible development. This is the reason many multi-national companies are currently trading at incredibly stretched valuations. The money flooding into the defensive areas of the market is still coming out of European cyclical stocks, such as the banking sector.

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MORNINGSTAR WEALTH: STOCK IN FOCUS: DASSAULT AVIATION

Morningstar’s “Perspectives” series features investment insights from third-party contributors. We hear from Stuart Mitchell, manager of the SWMC European Fund. We have sourced many of our most profitable investment ideas over the years from esoteric areas of the market. Often these opportunities are poorly researched by the investment community. We are witnessing one such opportunity currently in Dassault Aviation, the manufacturer of the Rafale fighter aircraft and private jets.

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