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Henderson Global Funds Podcast

27
Oct

Europe – the next catch-up trade?

October 27, 2016

John Bennett, Head of European Equities, explains why he believes Europe could be the catch up trade of the coming months. While John highlights a number of risks to this view, he points to how out of favor Europe has become and the potential for the region to outperform some of this year’s ‘in fashion’ asset classes. John also questions whether a shift in inflation expectations will lead to a change in market leadership and potentially the renaissance of value stocks

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