In this video, John Bennett, Director of European Equities, discusses what he believes 2020 holds for the asset class.

  Key takeaways:

  • It is important to tune out the noise. In 2019, European equities provided a good return despite frequent negative narrative surrounding the region.
  • John believes that while European returns might not be as strong this year as they were last year, 2020 may still be another positive year.
  • A big question in 2020 is whether mainland Europe will experience fiscal expansion – a factor that impacts John's portfolios, which remain underweight financials.