Each week, a professional investor tells MoneyWeek where he’d put his money now. This week: Stephen Macklow-Smith, portfolio manager, JPMorgan European Investment Trust.
Investors have embraced Europe again this year. However, with concerns growing about the market’s ability to keep rising, many investors are now trying to be more selective about the eurozone economies and stock market sectors they invest in.
For dividend-focused investors taking a slightly more defensive stance, what are the most compelling options?
There are a number of themes investors should take into account. One is the strengthening of banks and financial companies in the euro area [...]
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