Equity markets are scrambling to price in a recession. In so doing they are already at the stage of trying to determine whether this is a ‘normal’ recession or something altogether deeper.
Janus HendersonHenderson European Focus Trust plc
About This Trust
- Prioritises value when allocating funds and is uninhibited by index weightings
- The team looks for inflexion points whereby a company or sector is set for a period of growth
- The portfolio can hold companies of any size but has a strong bias towards large cap
Director of European Equities | Portfolio Manager
Industry since 1987. Joined Firm in 2011.
Industry since 2006. Joined Firm in 2018.
European stocks deliver against negative narrative
UK-based investors would have enjoyed a good decade had they ignored the negative commentary around European stock markets and bought some exposure to the continent, says John Bennett, Fund Manager of Henderson European Focus Trust. John also explains his thoughts on the year ahead and his activity on the Trust’s portfolio.
European Focus with John Bennett and Tom O’Hara
James Faulkner is joined by the managers of Henderson European Focus Trust. We discuss why Europe is a stock picker’s market, and why the continent is poised to become a world leader in what looks set to become one of the biggest markets on the planet.
For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.