European equities: look for the winners to play the reflation trade, value revenge, and ESG disruption
Wednesday 07 July 2021
Research / Market
Today, all eyes are on Europe. While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason. We are not going to embark on fanciful predictions about who is going to win Euro 2020, but we do believe that detecting the winning companies with strong fundamentals, which are able to adapt to the rising inflation trend, will be key going forward, as the reflation trade matures...