Aflevering Nn Ip: Weathering The Storm In European Equities

Markets remain beset by turbulence as pundits offer wildly divergent predictions for the coming recession. With no clear endpoint in sight and no certainty as to which companies will survive the downturn, pricing in the recession is a formidable task for equity investors. Still, given that markets will likely price in a recovery before it becomes apparent in the real economy, the current environment may offer an attractive entry point despite short-term volatility. In our latest podcast instalment, Maarten Geerdink, Head of European Equities, explains the importance of dedicated sector analysts and the benefits of taking a longer-term perspective during a crisis.