
Graham Secker: Re-engaging with Cyclical Value in Europe
Thoughts on the Market
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European Stocks - Our Thoughts on the Market
graham seker, morgan stanley's chief european and u k equity strategist. We see upside risk th consensus earnings forecast for next year as the current estimate of just seven % growth looks too low to us. Global investors remain significantly under weight europe in their portfolios. Even modest inflows into the region could drive outsized price gains. If you enjoy the show, please leave a review on apple pog cast and share thoughts on the market with a friend or colleague to day.
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