Europe | Masterclass

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  • 43 mins 42 secs

In this Europe Masterclass, four experts in the industry discuss the current economy in Europe, recent political changes and their impact on markets, small cap vs large cap, strategies behind portfolio construction, opportunities in emerging Europe, the impact of the elections and why to invest in European equities. On the panel are:

  • Didier Rabattu, Head of Equities, Lombard Odier Investment Managers
  • Michael Oliveros, Fund Manager, M&G European Smaller Companies Fund, M&G Investments
  • Rory Maguire, Managing Director, Fundhouse
  • Richard Bonnor-Morris, Multi-Asset Portfolio Manager, Rivers Capital Management

Learning outcomes:

  1. Europe as an investment environment
  2. The argument for owning European equities
  3. How politics should factor into an investment decision

Channel

Masterclass

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