Fund Manager, European Equities
James Sym explains how the return of inflation, coupled with ultra-cheap valuations, could herald a significant change of fortune for Europe’s beleaguered banking sector.
James Sym discusses the areas of the stockmarket which can prosper and those which may suffer at this stage of the cycle.
We do not see a major turning point in the business cycle at this point, but the potential for inflation to return in Europe could see some currently out of favour areas of the market perform better in 2016.
Fund manager James Sym gives an overview of his investment approach, which takes into account the business cycle backdrop and the equity income opportunities on offer.
With investors increasingly turning their attention to income-generating equities, we explore some features of income investing in Europe as well as current opportunities.