Insights for professional investors
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Insights for professional investors
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 €900 billion stimulus and the EU's broader defense and infrastructure agenda, the region is poised for renewed momentum. Join our Investment Talk with Francesco Sedati, Head of Equities at Eurizon, as he access the market opportunities.
Exclusively for professional investors from Europe.
Thursday, 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 €900 billion stimulus and the EU's broader defense and infrastructure agenda, the region is poised for renewed momentum. Francesco Sedati will share how his team identifies high-conviction opportunities in the European stock market—leveraging deep research and disciplined risk management. He will also discuss the implications of transatlantic policy shifts, rate cuts, and tariff tensions for equity investors.
Time for your questions for Francesco Sedati, Head of Equities at Eurizon.
Francesco Sedati is Head of Equities at Eurizon. He joined the firm in 2019 as Head of Research and Portfolio Management. Prior to that, he spent a decade at JP Morgan Asset Management managing European equity funds and covering the financial sector. From 2004 to 2009, he worked at Fidelity International as an equity analyst covering technology and banking.
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.
