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28 January 2022

Europe Equities: Sector transformation to drive growth

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Story of the day

Europe equities saw the best annual performance in decades thanks to the concerted action of the ECB and national governments. The strong economic growth drove earnings recovery back to pre-crisis levels, and we expect earnings to grow at 4-6% p.a., which is better than the historical growth trend. While inflation and virus variants loom, the markets should be able to take it in their stride.

Europe equities 1Q22: Embracing the new norm



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What does this mean for your portfolio?

Luxury and tech stocks have overtaken as market leaders in Europe as a sectoral shift is underway. As the Technology sector gains prominence, we continue to advocate riding the digitalisation trend with our I.D.E.A. framework.

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Simply click on the stock or fund name below for direct access to our online trading platforms.

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BGF European Equity Income Fund

A balanced income and growth European equity fund investing in quality companies with cash-heavy balance sheets and established+A1 businesses.

The portfolio manager dynamically allocates to three types of stocks: High Income (c.50%), Resilient (20-30%) and Structural Growth (20-30%), to deliver sustainable growth with income.

The fund is led by experienced managers Andres Zoellinger and Brian Hall, both with over 20 year of experience, supported by a well-resourced team of 18 analysts.

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