Value stocks have significantly underperformed growth stocks in Europe in the past decade. However, Rob Burnett, manager of the Neptune European Opportunities Fund, believes we are now approaching an inflection point. Watch the video below to find out more.
In the video, Rob discusses:
- How low inflation and loose monetary policy since the global financial crisis have benefited growth stocks and been detrimental for value sectors – and why he believes the tables are set to turn
- Opportunities he sees in other sectors such as energy, where depressed valuations have changed the risk/reward outlook
- Why now could be a strong entry point to gain exposure to European value stocks, particularly given the IA Europe ex UK sector’s strong bias for growth strategies
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