Hugh Cuthbert who runs the SVM Continental European Fund joins Proactive London's Katie Pilbeam to talk through the current market sentiment and how this is not necessarily a feature for them when investing.
Talking about some of the current trends, Cuthbert says 'we tend to look at the more esoteric markets where we're not taking that top down bet (will economies recover, is the demand there) I really like those industries that will flourish regardless of the underlying economic growth.
Things that are uncovered and haven't seen before'.