60 seconds with Martin Skanberg on European equities' appeal

Martin Skanberg, European Equities Fund Manager, provides an update on eurozone companies, identifying the key drivers supporting an attractive outlook.

9 September 2015

Martin Skanberg

Martin Skanberg

Fund Manager, European Equities

Martin Skanberg explores why the outlook for European equities is bright.

In summary:

  • We believe eurozone shares look attractive as we move into 2016 based on three key drivers: stable GDP growth, low company valuations and improving corporate profits.
  • Rising business confidence and strong consumer support should see the eurozone economy continue its steady recovery.
  • European companies had a good earnings season and we believe this should accelerate for the remainder of the year.
  • While global confidence can at times be fragile, we believe that eurozone equities offer the compelling combination of euro area economic recovery with improving earnings for some of the world’s leading companies.

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