Mensuel de mai 2021 - Fonds d’investissement

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The tide is turning for European equities
Max ANDERL, Head of Concentrated Alpha at UBS Asset Management, explains why now is the right time to buy European equities. «Underweight European equities» has been one of the most crowded cross-asset trades for years, but the tide is turning. With relatively attractive valuations and tailwinds from economic stimulus, we see plenty of catch-up potential, especially as we head into a recovery this year.”   European equities have underperformed globally in the past. Why do you expect this to change?   European equities have underperformed globally in the past mainly due to the weak performance of sectors such as banks and energy. But the common belief that the European market is synonymous with these sectors is no longer true. Instead, the...
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