What’s wrong, what’s right and where next?

We look at why quality/growth has done so well for European equities, what could change, and why the investment team is still comfortable with their approach and positioning.

May 16, 2019 | Jeff Taylor

Invesco has often stressed that “taking valuation seriously” is the bedrock of a consistent investment philosophy designed to produce good, repeatable performance, and we are beholden to our clients to explain when things don’t go to plan.
 

For Invesco’s Henley Investment Centre, the last six months have been tough in performance terms. The aim of this piece is to go through recent market dynamics and explain what the team is trying to do in the portfolios.
 

Click on “Download PDF” to read Head of European Equities Jeff Taylor’s analysis.


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