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Digital Subscriptions > > In France, it’s good to keep it in the family

In France, it’s good to keep it in the family

Letter from… France

Historic changes have taken place in France with the election of Emmanuel Macron as president. As a result, economic growth may be returning and with it, a changing investment landscape in France and Europe.

Investors are now more positive about European equity markets and their prospects, as evidenced by increasing inflows into the asset class recently.

However, when I invest in companies, I am more interested in valuations and finding those trading at discounts to net asset value. I look for where this discount could disappear or narrow substantially, rather than where the company is listed.

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