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European Income: Why contrarianism is a good way to navigate markets


Learning: Unstructured

The environment for European equities has changed significantly in the past year, as the region now wrestles with inflation after a decade of suffering under opposite deflationary forces. Nick Davis explores how the Fund is navigating this, seeking to avoid both expensive quality and deep value stocks by placing an emphasis on valuation and risk management. He also explains why paying attention to dividend yields is a good way of avoiding those overhyped, overvalued companies.