Eurozone economic data appears broadly positive and could continue to support earnings growth in equity markets.
However, equity investors are likely to face increased volatility amid rising interest rates and trade uncertainty. Moreover, European equities may continue to be hamstrung by regional politics.
Against this backdrop, we favour defensive equities in the eurozone. Defensive strategies, such as the quality Dividend Aristocrats, allow investors to continue to participate in equity markets, while targeting high dividend paying companies. Find out more in this week’s Strategy Espresso.
Webinar - Using Smart Beta ETF’s
To Build Defensiveness In Your Portfolios During Late Economic Cycles
While global growth is expected to slow in 2019, we feel that equities are still the place to be given that both economic and earnings growth remains largely favourable. However, investors should be cognisant of the volatility associated with late economic cycles. For this reason, it may be necessary for investors to build defensiveness in their investment portfolios by strengthening their core.
Join our webinar to hear how current macroeconomic factors are affecting smart beta strategies and how investors can execute these strategies via SPDR ETFs.
Time: 09:30 - 10:30 BST | 10.30-11.30 CET
Date: 16 April 2019
