How European equities investors can prepare for the new economic cycle

Investors should look at unloved European equities

During Investment Week's European equities webinar on 4 March, in association with River and Mercantile, our panel looked at how investors should best position themselves for the new economic cycle and post-Covid recovery.

The discussion explored what the region's path to recovery might look like and whether the unloved status of European equities may be about to change. Our panellists also gave their views on how successfully European companies and managers are integrating ESG.   Path to recovery Katrina Lloyd (KL): What is Europe's path to recovery starting to look like from here and what should investors be keeping an eye on? James Sym (JS): I think the recovery is going to be extremely strong. I have been variously bullish and bearish on Europe over the last few years, and the reason for that is...