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Time to play a cyclical recovery in European equity

 

Header - Time to play a cyclical recovery in European equity
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Five themes supporting European equities

Slide 1

Cyclical conditions are turning more positive for Europe. Easing geopolitical risk and the prospect of massive fiscal resources (national and EU-wide) and monetary support could support a recovery in 2021. The improved sentiment could benefit European assets, equities in particular, that have been a laggard due to the pandemic. This could lead to a catch up of EU equities in relative terms vs other markets.

 

 

BLANQUE Pascal , Group Chief Investment Officer
MORTIER Vincent , Deputy CIO, Asia ex Japan Supervisor

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Time to play a cyclical recovery in European equity
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