Reallocating to European Equities

26. June 2025

As global capital flows rebalance, European equities are regaining attention. With falling inflation and a more accommodative ECB stance, coupled with fiscal tailwinds from Germany’s new stimulus and the EU’s broader defence and infrastructure agenda, the region is poised for renewed momentum. Find out more in this Investment Talk with Francesco Sedati, Head of Equities at Eurizon, as he assesses the market opportunities.

Exclusively for professional investors from Europe.

Reallocating to European Equities Investment Talk

Speaker

Francesco Sedati

Francesco Sedati is Head of Equities at Eurizon. He joined in 2019 as Head of Research and Portfolio Management. He previously managed European equity funds at JP Morgan AM, covering the financial sector, and was an analyst at Fidelity International, covering technology, banking.

Moderator

Thomas Schalow

Thomas Schalow is the CEO of Capitalmarkets.net. He has more than 25 years of experience in investment management, including various management positions at international investment firms. He publishes on financial topics and regularly moderates investment events.

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Reallocating to European Equities

Speaker

Francesco Sedati

Moderator

Thomas Schalow

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