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Is now the right time to buy Europe with valuations cheap and corporate growth prospects on the up? Join our Masterclass to see how active fund managers are picking stocks against a backdrop of human conflict, market volatility and Trump's tariffs. Discover why mid-caps are back and how previously unloved sectors like defence, materials, and chemicals are making a comeback.
Speakers:
- Mark Preskett, Senior Investment Consultant & Portfolio Manager, Morningstar
- Tom O'Hara, Investment Director, GAM Investments
- Marcus Morris-Eyton, Portfolio Manager European and Global Growth Equities, AllianceBernstein
- Bhavneet Ahluwalia, Investment Specialist, M&G Investments
Learning outcomes
- Why is the valuation gap between US and European equities so wide, and will it narrow?
- Which European corporates are global leaders?
- Are investors banking too much on higher European defence spending?
