If we sift through the broad market in Europe, we find some innovative gems – very competitive IT and healthcare companies which are part of both the medium-term solutions and the long-term trends.

As the economy returns to a more recognizable state, markets might see a brief whiplash. Investors should prepare to ride it out, with a rapid return to a quality growth style likely to follow.. Do not underestimate the ‘green wave’. Covid has stopped global warming, and climate change will remain on the investment agenda.

With our guests:

• Nicolas Deltour, Head of Client Portfolio Management - Fundamental Equity
• Renato Guerriero, Global Head of Distribution & Member of the Executive Committee - Group Strategic Committee