Fund management

A new era of stockpicking begins

Virginie Maisonneuve, head of global and international equities at Schroders, on how world events are causing volatility in global markets and creating opportunities for stockpicking. She says her team favours industrials in Germany and France but would avoid peripheral nations in Europe. Outside Europe, she says China looks attractive but she would also favour the energy sector, industrials and the construction industry, particularly in Japan.