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Video – Turmoil Provides Catalyst for Significant Investment in Europe

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.

Disclaimer DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.

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