Why Europe can be a rich hunting ground for investors seeking the strongest companies in their field.
More than ever, it is difficult to predict the progress of the European economy over the next few years. Of course, following its recent double-dip recession, economic activity is likely to enjoy a strong rebound as the region accelerates the rollout of its vaccination programme.
As is already the case in the US, pent-up demand is expected to drive a material recovery in consumption across Europe in the second half of 2021, broadening a rebound which has so far been more limited to manufacturing and exports. Although contingent upon the ongoing roll-out of effective vaccines, an outcome – along with higher inflation – is relatively easy to predict.
You can now read the full whitepaper at the link below