Opportunities in unloved stock markets today

from BNP Paribas Wealth Management · host Investment Strategy podcast

In this podcast, Edmund Shing, Global Chief Investment Officer and Philippe Gijsels, Chief Investment Advisor at BNP Paribas Fortis Belgium, discuss investment opportunities and unloved stock markets. European mid/small-caps should benefit from a cyclical upturn in manufacturing and the European consumption in the context of lower inflation and lower interest rates.While European financials have performed strongly, listed REITs are the one financial sector that has lagged. Interesting growth segments are logistics/warehouses, healthcare and hotelsBelgian stocks are often overlooked but there are some quality stocks in the BEL20 indexHosted on Ausha. See ausha.co/privacy-policy for more information.

Episode metadata supplied by the publisher feed · Published Jun 12, 2024

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Opportunities in unloved stock markets today

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