Ollie Beckett, Fund Manager for TR European Growth Trust, discusses the Trust’s recent performance - highlighting, the current macro-environment, the inflation conundrum and sectors set to benefit from economic reopening.

Key Takeaways

  • Solid economic data and vaccine rollout progress paint a positive outlook for the eurozone economy.
  • Spread of the new coronavirus delta variant and more structural inflation pose downside risks to markets.
  • The consumer discretionary, travel, financials, and industrials sectors set to benefit from economic reopening and pent-up consumer demand.

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