Viewpoint: Analysing European equity portfolio construction

Turnover, concentration of holdings and other portfolio factors play an important role in determining which approach to take to European equities, according to the views of Marcus Morris-Eyton, portfolio management associate European Equity Growth at Allianz Global Investors, Thorsten Paarmann, senior portfolio manager of Quantitative Strategies at Invesco Asset Management, and Sofia Antropova, part of the EMEA investment strategy and insights team at iShares.

Together they have brought the views, respectively, of active stockpickers and an ETF provider to bear on the issues surrounding European equities, which is a crucial asset class for investors across the region.


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