A fundamentals-based, long-term stock-picking approach across a range of strategies investing in UK & European equities.
UK and European equities have been out of favour for a long time and yet they offer access to many high quality, cash generative and diverse businesses at attractive valuations. There has been a major macroeconomic shift in Europe in 2025 with both fiscal and monetary policy stimulus now at work and we expect the equity markets to benefit over the long-term. Furthermore, UK & European equities offer excellent portfolio diversification.
UK and European equities are shares of companies that are publicly listed on stock exchanges across the region. Investing in European and UK equities allows investors to develop exposure to the European economy. They offer a potential for differentiation of risk and valuation opportunities. At Invesco this includes a broad range of countries.
The European market offers a unique opportunity to invest in some of the world’s largest and most innovative markets. They hold strong intra-regional trading, competition, and offer differentiated risks and returns compared to global counterparts.
At Invesco, we prefer a ‘quality transition’ (good companies to great companies) approach over a compounders (great companies that stay great) approach and over a macro approach (trying to time the market). This is because our analysis suggests that ‘quality transition’ help generate greater returns over the long term.
We continuously analyse the markets for valuations that we believe do not reflect the future prospects of the underlying companies. A key component of this research includes three-year IRR analysis for every portfolio holding and large index stock. We have no preconceived style bias towards stocks, sectors or countries, rather we look for the best investments at any point in time.
Key takeaways from our 2026 annual investment outlook webinar
Experts from equities, fixed income, real estate, alternatives, and more discuss where they see opportunities and risks in 2026.
Equities: A growing case for diversification
While 2025 brought uncertainty, the aftermath also brings new opportunities for the year ahead. Our experts discuss the potential this new landscape may bring in 2026.
Stock picking for ‘income today, income tomorrow’ – A conversation on UK Equity
Invesco fund managers James Goldstone and Ciaran Mallon sit down to discuss the strategy behind the Invesco UK Equity High Income Fund (UK).
Why ‘income today, income tomorrow’ matters – A conversation on UK Equity
UK Equity Fund Managers James Goldstone and Ciaran Mallon, hosted by Georgina Millar, explore the importance of income, strategies for capturing it, balancing short- and long-term income goals, and when their approach works best.
UK equities: Q1 2025 market review and outlook
In this video, fund manager Bethany Shard shares her thoughts on the challenges of the last quarter and her outlook for UK equities.
With decades of experience and a global investment platform, we offer you a comprehensive and evolving range of active and passive equity investment solutions.
Our exchange-traded funds (ETFs) provide you with access to a wide range of global equity markets, designed to track the performance of leading stock indices.
Discover Invesco's systematic equity strategies, using data-driven insights, multi-factor investing, and ESG integration to deliver tailored solutions.
