In part one of the video, the company’s CIO Joachim Klement explains why this much rosier outlook for European equities is underpinned by macroeconomic fundamentals.
In part two, he reveals why he is craving for region- and country-specific funds.
Which equities will fare best in the next 5 years? Joachim Klement knows, part 1 of 2
Financial consultancy Wellershoff & Partners recently analysed the return prospects for equity markets in Asia, Europe and the US, The outcome? Europe will outperform the US by about five times.
