EP 102: Navigating equities with Gerry Fowler | 15th August 2024
Manage episode 435289497 series 3450202
Did investors overreact to the recent equity market sell off? This week Gerry Fowler, Head of European Equity Strategy at UBS, talks Daniel Murray through his current view on the equity landscape and recent volatility. Surprising opportunities in European equities, China's EV dominance and the US Consumer are all in focus in this episode.
Our host, Daniel Murray, CEO of EFGAM Switzerland:
https://bit.ly/3NBVBC2
Our guest:
Gerry Fowler, Head of European Equity Strategy at UBS
EFGAM:
https://www.newcapital.com/
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