The European Green Deal: When macroeconomics matter

European Green Deal rare opportunity

clock • 3 min read
The European Green Deal: When macroeconomics matter

A stockpicking approach usually focuses on the qualities of individual companies, rather than the wider economic environment

However, occasionally, macroeconomic factors combine to create a uniquely favourable environment for certain sectors and companies, enabling them to deliver long-term resilient growth. The European...

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Felix Odey, Portfolio Manager, Schroders
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