Many investors are finding it difficult to find the best investment prospects in Europe following the UK’s vote to leave the EU. However, Investment Week asks five European fund managers what their current investment approach is and what key stocks have performed well in their funds. Mike Clements, head of European equities and portfolio manager of the OYSTER Continental European Selection fund reveals how he is dealing with diverging markets in Europe and mentions that he is looking at Italian financials and a number of cyclical stocks.
In the Financial Times, Charlie Carnegie, research director at Arisaig Partners, and Eric Pedersen, head of responsible investments at Nordea Asset Management, discuss divesting from emissions-heavy dairy and meat industries. Link