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How European equities investors can prepare for the new economic cycle
Events
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Investors should look at unloved European equities
What lies in store for Europe s markets post-pandemic?
During Investment Week s European equities webinar on 4 March, in association with River and Mercantile, our panel looked at how investors should best position themselves for the new economic cycle and post-Covid recovery.
The discussion explored what the region s path to recovery might look like and whether the unloved status of European equities may be about to change.
LinkedinFacebookDaniel-vaughanRiver-amp-mercantileEuropeEuropean-equitiesCoronavirusCovid-19PandemicMarket-recoveryGeopoliticsInvestment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain.
During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond.
The managers will identify where they are seeing the biggest opportunities and risks at the moment in emerging markets and explain the role their strategies could play in client portfolios.
Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points
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Portfolio Manager of the ES R&M European Fund, River and MercantileView Bio
James graduated from the University of Cambridge with a degree in Natural Sciences. James joined Cazenove Capital in 2007 as a graduate trainee in Wealth Management before moving to the Pan European desk in 2008. In 2012 he launched the Cazenove European Income fund as co-manager and, following the Schroders acquisition of Cazenove in 2013, was appointed manager of a number of continental and pan European equity products, ultimately managing over £2bn of client assets as well as forming the specialist European equity team at Schroders.
He joined River and Mercantile in June 2020 and is a member of the PVT equities team with responsibility for the European franchise.
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