FSA Investment Forum Singapore: Focused on company specifics

Added 10th November 2015

In a video interview, Jupiter's Luca Emo says he typically avoids investing in companies influenced by macro events such as interest rates.

Emo, who is on Jupiter's European growth equities team, says he instead looks at company-specific criteria such as product commoditisation risk, positioning for structural trends such as changing regulations or consumer habits, and corporate governance.

Asked if strong corporate governance is linked to an ESG policy, he explains that “We treat them as unrelated.”

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