European Value Equities: What Scenarios in Our Economic Context
Following the article, what are the opportunities and risks for investing in the Europe Mixed Cap Value Equities category?
Under these conditions, the various rankings below allow us to highlight the UCITS Funds in the Europe Mixed Cap Value Equities category across different scenarios.
Inflationary scenario:
If we continue to face high inflation with significant rate hikes, this scenario is negative for all sectors as in 2022. Nevertheless, in this scenario, European “value” stocks outperform growth stocks. Indeed, in this scenario, they are well-positioned to benefit from rising prices and suffer little from high rates due to the structure of their balance sheets and business activities.
In this scenario, the Top 5 ranking is composed of:
Disinflation scenario:
If inflation decreases and stabilizes without further aggressive rate hikes, companies will be able to finance themselves at rates that allow them to invest significantly and sustainably.
We would return to a low-rate environment that we experienced for many years before 2022 and which could recur from 2023. Here, dynamic funds in this category outperform their peers.
In this scenario, the Top 5 ranking is composed of:
TOP UCITS Funds 2022:
UBS AM : LU0153925689 I Steven Magil, Laurent Leca ABN Amro : LU1329507419 I [John Goetz](http://Matthew J. Ring), Sander van Ouwerkerk Schroders ISF: LU0161305163 I Kevin Murphy, Caroline Valembois DNCA Finance : LU0284396016 I Isaac Chebar , Vincent Remy Mandarine Gestion : FR0013140092 I Marc Renaud, Yann Baudin
TOP UCITS Funds 2023:
Schroders ISF: LU0161305163 I Kevin Murphy, Caroline Valembois Rothschil & Co : FR0010784835 I Anthony Bailly, Fausto Trevisan ABN Amro : LU1329507419 I John Goetz, Sander van Ouwerkerk Kevin Murphy, Caroline Valembois CPR Invest : LU1530900841 I Eric Labbe, Vincent Roynel MFS : LU0125951151 I Florence Taj, Matthew Weisser
Past performance is not indicative of future results. Fees are included in the performance figures. The content above does not constitute investment advice. It is an objective analysis of financial information.