Special Episode: Are the Clouds Clearing for European Equities?
Thoughts on the Market
English - January 08, 2021 22:33 - 10 minutes - 9.92 MB - ★★★★★ - 1.2K ratingsInvesting Business equities global alternatives strategy markets macro economics fixed income investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Andrew Sheets: Three Implications of the “Blue Wave”
Next Episode: Mike Wilson: So… What Isn’t Priced-In?
Why a reflationary backdrop in 2021 could provide a boost to Europe’s cyclical value stocks. A look at the year ahead with Graham Secker, Head of the European and UK Equity Strategy Team.