Hugh Cuthbert, from SVM Asset Management (LSE:SVM), talks to Proactive's Katie Pilbeam about how he is positioning the fund for whatever 'Europe's got to throw at us'.
The main topics on the agenda right now are inflation pressures, energy, central bank moves and pure uncertainty.
But he says 'it's not just Europe' that is in the mire now - it is a global problem.
Telecoms and IT stocks are ways to mitigate some of the risks, he believes.
The fund's overall objective is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI Europe ex UK Index.