John Bennett, Head of European Equities, provides his overview on the risks and opportunities for European equities.
He also provides an overview of the three key themes running through his investment strategy: pharmaceuticals, smart cars and ‘Come back to Europe’. John has been bullish about the prospects for European equities since the summer of 2012 and, going into 2014, he remains bullish.
In this video John responds to the following questions:
- What were the biggest performance drivers in 2013?
- What are the core themes currently featured in your strategy?
- What do you see as the biggest risks to your view on Europe?
- What are the prospects for European equities in 2014?