Three reasons to look again at Europe

Is it time for investors to look again at European equities?

  • Paul Wild
  • Nico Jackson
30 Sep 2020
View PDF   Download PDF  
View PDF   Download PDF  

In their latest update, Paul Wild and Nico Jackson, managers of the JOHCM Continental European Fund, discuss a potential game-changer for Europe’s economic destiny, the fight against climate change, as well as the drivers behind the Fund’s strong rebound in performance since the market lows of March.


For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

For a better experience, we recommend viewing this website in landscape orientation.