The chips are falling into place for Euro area and UK stocks to outperform the rest of the world and the EUR and GBP to rise further in the next 6-12 months. Our increased conviction is based on the accelerated pace of vaccinations, which should enable the region’s economies to normalise quicker than previously expected. We believe the improved prospects are not yet priced into asset valuations or reflected in investor positions. Speakers:Manish Jaradi, Senior Investment Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

Ver todos los episodios