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Barry Norris: Where to find the winners and losers in Europe
Europe may be getting a bad press but it contains good companies on attractive valuations, says Argonaut co-founder Barry Norris.
Europe may not be the most glamorous investment destination - especially given recent press - but companies are trading on attractive valuations and leading indicators are surprisingly resilient, says Ignis Argonaut European Alpha fund manager Barry Norris.
Norris, speaking at the Citywire Selection Live! event in London this week, explains where the winners and losers will be in the region. He favours companies in core Europe that will benefit from a weak euro and is avoiding stocks from peripheral Europe and the banking sector.
The fund has delivered positive performance year to date and features in Citywire Selection, the guide to our best investment ideas.





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