The final weeks of 2015 proved difficult for markets as increasing concerns about global growth, geopolitics and the first Federal Reserve (Fed) hike in interest rates impacted confidence. Pan European equities lost 5.3% in December, leaving returns for the year as whole at 8.2% in local currency. However the 10% decline in the euro versus the US dollar (USD) left the market down 2% in USD terms.
Market volatility has continued into January, driven primarily by disappointments around Chinese growth and tensions in the Middle East. We believe the European equity market continues to offer an attractive recovery play and, whilst emerging market growth is a concern, the self help story in Europe is intact and investors should take advantage of recent market weakness.
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