In this comprehensive outlook for European equities, Mark Page, fund manager of the Artemis European Opportunities Fund considers geopolitical influences, the opportunities for corporate growth in Europe and looks at current valuation levels.
He also provides an outline of portfolio positioning with a case study of Novo Nordisk, and his exposure to European financial stocks.
Mark is speaking with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters in London on June 2, 2017.
About Mark Page
Mark joined Artemis in September 2011 to launch and manage the Artemis European Opportunities Fund. He came from LV= Asset Management where he was head of European equities from 2001.
That followed a career at Schroders which Mark joined in 1990 as a fund manager. By the time he left Schroders in 2001, Mark had become a director of Schroders Investment Management International and deputy head of one of their global equity teams.
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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
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