Look Past Brexit to Opportunities in Europe

A slowing economy and the effect of trade tariffs have put many investors off of Europe, but fund managers say there are plenty of opportunities on the continent

Holly Black 31 October, 2019 | 11:35AM

europe

As Germany officially enters recession and the UK teeters on the edge of Brexit, investors could easily be forgiven for feeling cautious about the outlook for Europe. Even when taking a long-term view, it can be difficult to think beyond political strife, quantitative easing and slowing economic growth as US trade tariffs start to bite.

“But we would argue it has ever been thus in European equities; it has been volatile, and things can change relatively quickly,” says Sam Cosh, manager of the four-star rated European Assets Trust (EAT). His advice to investors? “Step away from the headlines, ignore the noise and focus on the reality.”

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About Author

Holly Black  is Senior Editor, Morningstar.co.uk

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