European Equity Dividend Scorecard For Defensive Investors

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Rupert Hargreaves
Published on
Updated on

European equity investors should seek safety in defensive stocks ahead of a month of “monetary madness” according to an Equity Strategy research note from Deutsche Bank . Monetary policy, a key driver of equity markets since the end of the financial crisis, is set to go into overdrive during September. The ECB is likely to announce further easing measures on December 3, November’s non-farm payrolls report (a key determinant of the Fed’s next policy steps) coming out on December 4 and the Fed then likely to hike interest rates for the first time since 2006 on December 16. European equity investors should adopt…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk