Episode Details

Europe is often associated with weaker growth, energy shocks, and geopolitical pressure. But beneath the surface, some of the region’s leading companies are telling a very different story - one of resilience, adaptation, and innovation. In this episode of Across the Pond, hosts Christopher Swann and Belinda Peeters are joined by Rolf Ganter, Head of European Equities, to discuss what is driving the rebound in European corporate profits, why investors may be underestimating the strength of European companies, and which areas may offer opportunities from here.