3 Investment Themes for Europe

Think there are no thriving tech firms in Europe? Think again. We look at three booming trends where small-cap stocks are soaring

Annalisa Esposito 16 July, 2020 | 9:35AM

Europe stocks

Europe has been out of favour with investors for many years and the coronavirus outbreak, with its devastating impact on economies, has not helped. “Being a European fund manager is tough,” says Francesco Conte, manager of the three-star rated JPMorgan European Smaller Companies Trust (JESC).

But Europe is home to many businesses that are world leaders in what they do and have sufficiently stable earnings to see them through the toughest periods. Those investors who can look to the long-term and find defensive businesses that can continue to grow, even in a lockdown environment, could be well rewarded. 

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About Author

Annalisa Esposito  is a data journalist for Morningstar.co.uk

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