Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the political and economic factors driving European equities today. With potentially tighter monetary policy on the horizon and record valuations for defensive stocks, Rob believes that there is an asymmetric opportunity to the upside for value strategies.
- The impact of the UK election result on Europe
- The ECB & potential monetary tightening
- Bond proxies versus cyclical stock opportunities
- Q2 earnings and the catalysts for his strategy
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