Artemis Global Income: favouring Europe over the US

With a 10 per cent return from his Global Income Fund in the first three months of 2015, Jacob de Tusch-Lec talks to journalist Alexis Xydias about the drivers and why he favours Europe and Asia over the US.

Jacob believes European companies remain cheap and is still finding opportunities amid value stocks – in contrast to the US, where reducing liquidity, a strong dollar and low oil sector capex are putting pressure on growth prospects.

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