Capture Europe's recovery




The outlook appears brighter for European equities. With political risks fading, investors are increasingly focusing on Europe’s positive economic momentum and prospects for stronger corporate earnings growth.


The European economy is recovering and recession risk is low, with retail sales, business surveys and purchasing managers’ indices all pointing to a sustained upturn in activity. Although still high, unemployment is now falling across Europe, which could further support both the economy and markets.1


Stronger growth is boosting company profits - we expect European earnings to grow by 10%-15% this year. Cyclical sectors, which are well represented in Europe, could be among the biggest beneficiaries - further increasing the potential of European equities.




A pick-up in corporate earnings growth could be positive for European equities.

Source: MSCI, Thomson Reuters Datastream, J.P. Morgan Asset
Management. Guide to the Markets – Europe. Data as of 30 June
2017. EPS: Earnings per share. Past performance is not necessarily a
reliable indicator for current and future performance.


1Retail sales and unemployment source: Eurostat, Thomson Reuters Datastream, J.P. Morgan Asset Management. PMI source: Bloomberg, Eurostate Markit, J.P. Morgan Asset Management


    


Sharing our expertise: Europe equity is fully
integrated into our global investment network

Source: J P. Morgan Asset Management. As of March 31, 2017.
Includes portfolio managers, research analysts, traders and client portfolio
managers with VP title and above.

 

Put Europe at the heart of your portfolio




At J.P. Morgan Asset Management, our dedicated European equity capabilities are fully integrated into our global investment network. We strive to identify attractive stocks across European markets, tapping into the proprietary research and local knowledge of 72 investment professionals-each with an average 17 years’ investment experience.


Our long history of European equity investing and our distinctive investment approach are reflected in our comprehensive range of European equity funds, which cater for every taste. Whether you’re looking for a core equity investment, an unconstrained portfolio, or a style-based strategy, we can provide client solutions across the risk spectrum.


     

Featured funds to access Europe


     


JPMorgan Funds – Europe Strategic Value Fund




This value-style fund sticks to its value bias, even when unrewarded by the market, having targeted attractively priced European value stocks for more than 17 years.



     


JPMorgan Funds – Europe Strategic Growth Fund




Investing purely in high-quality European growth stocks with strong price and earnings momentum, this fund has outperformed both the broader market and the growth segment since its launch 17 years ago.



     

 

     


JPMorgan Funds – Europe Dynamic Technologies Fund




This unconstrained fund provides investors with exposure to the world-leading companies that can be found at the heart of Europe's burgeoning and innovative technology sector.



     


JPMorgan Funds – Europe Dynamic Small Cap Fund




Leveraging the expertise of our specialist investment team, this fund focuses on identifying European small-cap stocks that attractively valued, high quality and offer strong earnings and share price momentum.



     










Disclaimer

This document has been produced for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P.Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. Both past performance and yield may not be a reliable guide to current and future performance and you should be aware that the value of securities and any income arising from them may fluctuate in accordance with market conditions. There is no guarantee that any forecast made will come to pass. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website http://www.jpmorgan.com/pages/privacy.
Issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) Société à responsabilité limitée, European Bank & Business Centre, 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000.

Issued in the UK by JPMorgan Asset Management (UK) Limited which is authorized and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank St, Canary Wharf, London E14 5JP, United Kingdom.


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A COMPELLING RANGE OF EUROPEAN EQUITY FUNDS




European equities have a place in every well-diversified portfolio. At J.P. Morgan Asset Management, our European equity funds feature different strategies and approaches that have historically performed strongly vs. their peer groups.


Whether you’re looking for a core equity investment or seeking to capitalise on value stocks in Europe, we have the fund to match your market view.


     

Source: J.P. Morgan Asset Management, Morningstar Direct.
As at: 30 April 2017. Morningstar™ ranking/universe:
© Morningstar. All rights reserved. Past performance
is not an indicator of current or future performance.