Video – Turmoil Provides Catalyst for Significant Investment in Europe

By
Adrian Cotiga,
User

Adrian was appointed co-manager of the Platinum European Fund in April 2021. Adrian joined.. More

23 Jun 2022

It is no surprise that investor sentiment has turned negative on Europe. In the short term, there are good reasons to be cautious. However, recent events are providing catalysts for significant change, with Europe looking to massively invest to be self-reliant in supply chains and energy. This is providing tailwinds for some of our long-term holdings, but it’s also creating opportunities in new emerging companies, as portfolio manager Adrian Cotiga explains.
 

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