A deep dive into European Equities

Covid-19 Series - Podcast #16

Which recent events in European equities should investors focus on? What are the benefits of investing in European equities today? What should we expect after we emerge?

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

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