Tim Stevenson and James Ross, Co-Managers of the Janus Henderson Horizon Pan European Equity Fund, look at the impact of cyclicality on quality growth strategies, assessing some recent economic indicators, and turn their thoughts to what higher market volatility might mean for exchange-traded funds (ETFs).
Topics covered include:
- Overview of the strategy
- Quality growth vs cyclicality
- Has global economic growth peaked?
- The challenge for ETFs
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Is higher volatility a boost for quality growth in Europe?