Are banks now the low-risk option for European investors?

After a nine-year bear market, value strategies have enjoyed a remarkable recovery over the past year. What is driving this resurgence and what constitutes a value strategy?

Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss these key factors and why he believes that value’s outperformance is a multi-year event.

Watch the video

In the video, Rob discusses:

  • The historical outperformance of value strategies over quality growth
  • The key metrics that he looks for in value stocks
  • The changing concept of risk and why banks and materials are not the volatile sectors they once were
  • The political outlook across Europe

Click here to download the transcript.


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