18 min listen
Market Matters | Data Assets & Alpha Group: What’s Next for European Equities?
FromMaking Sense
ratings:
Length:
17 minutes
Released:
Mar 19, 2024
Format:
Podcast episode
Description
In this episode, the group discuss recent outperformance in European equities - and particularly outperformance in European large caps, via SX5E Index. They run through the fundamental rationale for the European equity rally YTD, the extent to which Hedge Funds and other investors have bought into the rally, and resulting positioning levels and crowding in European stocks. They also discuss pockets within Europe which appear more stretched on valuation and positioning metrics, vs pockets with more opportunity. Daniel Landau, from the Positioning Intelligence team, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
Released:
Mar 19, 2024
Format:
Podcast episode
Titles in the series (100)
Market Matters | Capital Advisory Group: What Is the Role of Hedge Funds Today?: Our Capital Advisory Group brings you their latest podcast episode following the results of our 2019 Institutional Investor Survey, Kenny King, Head of J.P. Morgan’s Americas Capital Advisory Group, leads an in-depth discussion on hedge fund trends w... by Making Sense