Insights for professional investors
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Insights for professional investors
Europe continues to experience strong headwinds from rising inflation, the Russia-Ukraine war, the energy crisis, and the lingering fear of a recession. How is the market evolving during this volatile time and what does this mean for investors? In our web conference, two international investment experts shared their assessments for the region with a focus on European equities.
Note: The following information is for institutional and professional investors from Austria, Germany, and Switzerland.
Sam Glover discusses how the inversion of European yield curves serve as a reminder that recession is possible, but not certain. How should European equity portfolios be positioned in this environment?
Julian Vincent Kauffeldt highlights the importance of innovation and how it impacts the European economy. He explains how, in a low-growth environment, investing in high-innovation companies that create growth through quality innovation is one of the best sources of return.
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