# 390. Europe rising: what’s driving returns

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/390-europe-rising-what-s-driving-returns
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/390-europe-rising-what-s-driving-returns.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-03-26T00:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/18898929-390-europe-rising-what-s-driving-returns.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/18898929-390-europe-rising-what-s-driving-returns.mp3
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JSON: https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/390-europe-rising-what-s-driving-returns
Duration seconds: 1540

## Resource

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...

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## Transcript

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