Three years of investing in European innovation
Anis Lahlou, CFA
Chief Investment Officer based in Aperture’s London office
- In Europe, industrials, life sciences, energy, financials, healthcare, and transport are just a few sectors seeing a huge amount of innovation in their business processes.
- Looking ahead, there is no shortage of risks but there are more and more signs that inflation, rates and the dollar have peaked, and that a Fed pivot is in sight.
- There may still be a window of opportunity to catch “big lows” in European equities and take advantage of lower valuations.
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