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 - https://www.trustintelligence.co.uk/investor/articles?fund_id=44 Information on the trust - JEGI website Please note that this podcast was recorded on 23 July 2026.
