Could this cycle be very different for European Equities?

 

Wednesday, 23 February 2022
2pm GMT | 3pm CET | 9am EST
Webcast

Markets so far in 2022 have felt like entering a factor casino where stock specifics have been drowned out by the growth vs value style debate. Persisting inflationary pressures and hawkish central banks have prompted investors to challenge the dominant narrative of the last market cycle – to buy growth and sell value – and the extension of that –to buy tech and sell oil, buy the S&P 500 and sell MSCI Europe, buy bonds and then buy more bonds.

Join Janus Henderson Investors in a live panel discussion where we assess the potential for outperformance from European Equities and the best stock opportunities in the current market environment. Richard Brown, Client Portfolio Manager, will be joined by our European experts in a thought provoking discussion. John Bennett (blend style), Nick Sheridan (value style), and Robert Schramm-Fuchs (long/short style) will cover key trends and be available for a live Q&A at the end of the debate. Register now, for what we believe will be an interesting conversation.


Marketing Communication. For professional and qualified investors. Not for onward distribution. Only for use outside of the US or with US financial professionals servicing non-US persons.

Please note the webcast will be for 30 minutes plus 15 minutes Q&A at the end.

Webcast Presenters:

 

John Bennett

Director of European Equities

Nick Sheridan

Portfolio Manager

Robert Schramm-Fuchs

Portfolio manager

Richard Brown

Client Portfolio Manager

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