Europe | Masterclass

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  • 43 mins 42 secs

Europe has seen somewhat of a resurgence as the macroeconomic uncertainty that's plagued the region has started to fade. So is now the time for Europe? In this Masterclass topics discussed include investor sentiment, managing peripheral risk, European demands, tech stocks and what challenges there will be for Europe moving forward. Taking part are:

  • Marcus Morris-Eyton, CFA, Portfolio Manager, Allianz European Equity Growth, Allianz Global Investors
  • Stefan Isaacs, Deputy Head of Retail Fixed Interest, M&G Investments
  • Craig Abouchar, Portfolio Manager, European High Yield Bonds, Barings
  • John Redwood, Chief Global Strategist, Charles Stanley

Learning outcomes:

  1. Investment sentiment in Europe and how much politics should factor into an investment decision
  2. With valuations in Europe high, how much outperformance potential there is left
  3. How exposed Europe is to global growth

Channel

Masterclass

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