European Equities Masterclass | April 2021

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  • 45 mins 23 secs

European equities have under performed in the last 10 years, lacking the giant tech stocks of the USA and the explosive growth in Asia. So what is Europe, is it a heritage site for elderly fading corporates or an unfairly overlooked center for innovation? On the panel to discuss:

  • James Rutland, Fund Manager, European Equities, Invesco
  • George Cooke, Head of Fund Management, Montanaro Asset Management
  • Paul Marriage, Co-Founder & Fund Manager, Tellworth Investments

Learning Objectives:

  1. The impact of rising bond yields on different parts of the European equity market
  2. Where Europe has world-beating expertise
  3. How lockdown is affecting the pricing of European equities