S2 Ep. 42 - The Great European Reset

Investment Uncut

This week we speak to Katharine Neiss, Chief European Economist for PGIM Fixed Income to take stock on where we are in terms of the recovery in Europe. We discuss – - What’s the current state of play in terms of the European post-Covid-19 recovery (vs expectations at the start of the year and vs the US, Asia) - What data points is Katharine watching over the coming months on this? - Inflation – Katharine's view on this, whether it is transitory or here to stay and why. - Differences across Europe, what’s important, what has Katharine been watching out for? - Influence of the US – the early take on the Biden admin and its impact - The next 10 years: will it be the roaring 20’s or a slow recovery? How is Europe positioned and what might hold it back? - Tech – is the lack of a meaningful tech sector going to hurt Europe? Most important things to watch for the next 12 months It’s not all doom and gloom in Europe, there are elements of dynamism that people may find surprising. The most underappreciated thing in investing Diversification. A good investor doesn’t get captured by your asset class - you need to diversify. Recommendations Factfulness: Ten Reasons We're Wrong About The World - And Why Things Are Better Than You Macro Musings Podcast