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Opportunities in unloved stock markets today
Published 2 years, 5 months ago
Description
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 hotels
Belgian stocks are often overlooked but there are some quality stocks in the BEL20 index
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