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There is value in European equities

Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.


A key factor that determines the relative performance of value stocks is interest rates, argues Burnett. Value has underperformed in recent years because of declining interest rates, he says. As interest rates have now bottomed, now is the time for value stocks to shine. 

“Today we have a myriad of opportunities in value in Europe and a stable interest rate outlook, so the situation looks very promising for value in Europe today,” says Burnett.