Insights for professional investors
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Insights for professional investors
The consequences of the Covid 19 pandemic have not yet been overcome, and the war in Ukraine is dramatically changing the geopolitical situation in Europe. Inflation, skyrocketing energy and commodity prices – what impact do these factors have on European companies? What are the options for investors? Candriam, Eurizon and Franklin Templeton share their market assessments.
Note: The following information is for professional investors from Germany, Austria and Switzerland.
The Russian-Ukraine conflict is a major concern for markets, especially in Europe. While it is difficult to predict how long the war will last and what the ultimate macro impacts are, Francesco Sedati will try to evaluate different possible scenarios and the best way to navigate market volatility by identifying themes and investment opportunities that might emerge.
Disruption has impacted all sectors of the economy: environmental regulations, digitalisation and automation, health and wellness, … Only successful innovative companies can turn these challenges into clear growth opportunities. In a slow growth environment, investing in innovative companies that create their own growth is one of the best ways of accessing some of the best sources of returns.
Megatrends create long-term growth and opportunities in the European equity market. In his presentation Zehrid Osmani will explain how an unconstrained approach enables investment in leading European companies that are best positioned to deliver long-term, sustainable growth.
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