European banks and value opportunities

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  • 03 mins 00 secs

John Bennett, Head of European Equities, looks at the shift from 'growth' to 'value' in global markets, and assesses what this means for Europe. He discusses his tactical moves prior to the shift gathering momentum, and what he sees as the key catalysts for improvements for European banks.

John covers the following subjects:

  • Growth to value - a meaningful reversion
  • 'Tilting' the strategy
  • Prospects for European banks

Nothing in this video is intended to or should be construed as advice.


Janus Henderson Investors

Janus Henderson Investors

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Janus Henderson