Behind the Screens: Europe and the energy transition
"Looking forward, some of the smaller companies in Europe are perfectly positioned with some of the best technology to take advantage of the vast transition which is happening now."
European equities have been fairly unloved over the last decade, but joining us this week to share why the continent offers exciting growth prospects and income opportunities is Mike Clements and Pras Jeyanandhan, fund managers of the VT Downing European Unconstrained Income fund which holds a Positive Prospect rating. In this 20-minute episode, Mike and Pras argue that it is often the smaller companies which offer the most interesting value plays, before discussing why Europe is at the forefront of the technology to support the energy transition and how they're looking to combine growth and good income characteristics to offer diversification for investors.
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This podcast was recorded on Wednesday 28th June 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.