Episode
390. Europe rising: what’s driving returns
- Published
- Mar 26, 2026
- Duration seconds
- 1540
- Processing state
not_requested- Canonical source
- https://www.buzzsprout.com/1890790/episodes/18898929-390-europe-rising-what-s-driving-returns.mp3
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Summary
Take a deep dive into European equity investing, focusing on how a disciplined blend of quality, valuation and momentum can drive consistent long-term returns. Alexander Fitzalan Howard, manager of JPMorgan European Growth and Income Trust, explores how earnings revisions act as a key signal for stock performance, alongside insights into sector opportunities such as banks, infrastructure and smaller companies. We also examine the impact of macro developments, including increased European fisc...