Europe

Borrowedtune

European markets have lagged and the problems of the Eurozone are well-known and extensively reported. Plus we have conflict in the Ukraine, and the potential threat to energy supplies if Putin retaliates if sanctions are applied.


With all this gloom about, could now be a canny time to invest in Europe? Thoughts ?

lalman

I would agree if this was normal times, but they are not. If you look at equities, you would expect a lot of them would be trading at a huge discount with everything you just said + Spain and Italy in deflation etc... but a lot of the markets are at record highs and kept high but cheap money....

If you believe the ECB has your back and will continue to put money into bonds etc then it might be... but not for fundamental reasons.

CKhalvashi

If you want the markets to recover, write to your MEP asking them to tell the body they are elected to stop the agression re Ukraine.

I can't see where Putin has done anything wrong here, and it's also important to remember that on many things here, Russia holds the cards, whatever the pro-Western press outlets say.

Linton

I have invested significantly in Europe for the long term across the range of funds - large cap, small cap and emerging europe. In 10 years time Ukraine will be resolved one way or another, the Euro will probably be in a different situation and the new members of the EU could be well on their way to integration with the older ones.

I would have more faith in Europe for the next few years than the UK, until its position in the EU is clarified.

Borrowedtune

Linton wrote: »

I have invested significantly in Europe for the long term across the range of funds - large cap, small cap and emerging europe. In 10 years time Ukraine will be resolved one way or another, the Euro will probably be in a different situation and the new members of the EU could be well on their way to integration with the older ones.

I would have more faith in Europe for the next few years than the UK, until its position in the EU is clarified.

One of the best investments I ever made was Fleming New Europe (later known as JPM New Europe). It delivered huge returns over 10 years or so, and for once I was lucky and bailed out at the right time.


Part of me thinks I should maybe risk a few K on Neptune Russia and then forget about it for 10 years...