))
Europe – the next catch-up trade?
Archived series ("Inactive feed" status)
When?
This feed was archived on October 03, 2021 21:09 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 210774500 series 2368930
Content provided by Henderson Global Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henderson Global Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
John Bennett, Head of European Equities, explains why he believes Europe could be the catch up trade of the coming months. While John highlights a number of risks to this view, he points to how out of favor Europe has become and the potential for the region to outperform some of this year’s ‘in fashion’ asset classes. John also questions whether a shift in inflation expectations will lead to a change in market leadership and potentially the renaissance of value stocks
23 episodes
Share
