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2021.07 - Inv Talks - Active European equity - Slider
Investment Talks 7.07.2021 European equities: look for the winners to play the reflation trade, value revenge, and ESG disruption

Today, all eyes are on Europe. While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason.

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Investment Talks 29.03.2021 European equity value has further to go in this cycle
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Initiated in April based on a cheap quality cyclical stock rebound, the value rotation in Europe has accelerated, favouring deep value names – the segment most impacted by the Covid- 19 crisis – in early November, after the announcement of the development of an effective vaccine. Since the beginning of this year, we are in the third stage, led by financials and banks in particular, supported by higher rates and inflation expectations. This means that the rotation is broadening.

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2020-01-IP-Europe value
Insights Paper 8.01.2020 Time for a flight to cyclical value in European equity
61

When we look fundamentally at the risks and rewards in equity markets for 2020, we find that value offers better opportunities than growth as implied expectations are lower and therefore more attractive for value at this point.

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2018-09-paper-value-quality.jpg
Insights Paper 20.09.2018 European Equity: Combining value and quality in this new market phase
83

We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating economic growth globally.

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