Europe Masterclass | June 2020

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  • 43 mins 22 secs

It is said the best time to invest is to be brave when others are fearful, but is that true right now? On the panel to discuss:

  • Mark Denham, Fund Manager, Head of European Equities, Carmignac
  • Rob Burnett, Fund Manager, Lightman Investment Management
  • Hywel Franklin, Head of European Equities, Mirabaud Asset Management

Learning outcomes:

  1. The economic backdrop and its influence on European equity portfolios
  2. The pros and cons of a value vs growth strategy
  3. How European corporates are responding to the challenges of Coronavirus