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Trust Issues: special edition on investing in Europe
Description
In this episode, we speak to Alan Ray, Analyst at Kepler Trust Intelligence, about the investment case for Europe. We also run the rule over JEGI’s investment strategy and performance, as well as the rollover option into JPMorgan European Growth & Income for shareholders in the European Opportunities Trust.
00:00 Introduction
00:24 Overview of EOT transaction
03:35 What JEGI offers investors
05:49 JEGI’s dividend policy
08:33 JEGI’s investment approach
10:26 Key investment criteria
13:32 Investment case for European equities
18:57 Economic backdrop beyond Germany
21:22 Europe’s AI expertise
25:21 Further information
25:39 Risk warning
Our latest note on JEGI
Information on the trust - JEGI website
Please note that this podcast was recorded on 23 July 2026.