Pandemic, Populism and Peripherals - The three P’s which are reshaping Europe

Presented by

Darren Williams, Chief Economist; Steve Hussey, Global Head of Financial Institutions Credit Research; Jorgen Kjaersgaard, C

About this talk

Europe seems to be finding itself at another T-junction. Its structural flaws have re-emerged, bringing threats and opportunities. Please join us live for a 20-minute discussion of our European fixed income outlook. Darren Williams, Chief Economist, will review the cyclical and secular challenges Europe is facing, while Steve Hussey, Global Head of Financial Institutions Credit Research, will provide a detailed account of how European banks can navigate the recent crisis. Jorgen Kjaersgaard, Co-Head European Fixed Income, will then share the investment implications from this top-down view across Euro Fixed Income sectors and offer a perspective on current market valuations. The team will wrap up the webinar by highlighting our highest conviction positions which are reflected across our European fixed income portfolios in the current environment. They will be available to answer your questions at the end of their presentation
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