European equities update
Online webinar - BrightTALK 10 November 2020

European equities update

James Sym, portfolio manager of the ES R&M European Fund, explains the fund, his philosophy and the current opportunity in European equities.

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European equities update

James Sym introduces our new fund

The impact of the Covid-19 pandemic on Europe highlighted fractures in an already fragmented union. But the launch of the EU Recovery Fund (ERF) has shown the bloc’s ability to surmount political divisions and suggests that an easy underweight to European equities might not be so fruitful in the next cycle. James Sym will explore why the ERF is a game-changer for Europe and discuss why ESG could be a key difference in a post-Covid world that will favour Europe’s focus on the environment over big tech.