The recording of the 6 December webinar entitled “How European equities are back on track” is available now.
Below, you can listen to the recording of Olivier Rudigoz, European equities portfolio manager, BNP Paribas Asset Management.
European stock markets have rallied from their summer 2012 low since ECB president Mario Draghi’s vow to do whatever was required to save the euro. The rally gained momentum as economic conditions improved, carrying equity valuations higher.
Olivier addresses issues including the question of whether this rally was sustainable or just an adjustment. He explains how our European equity team is adapting its investment approach and discusses the positioning for 2014.