{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond Markets","title":"Where to find value in Europe’s equity markets","html":"","width":"100%","height":180,"duration":788,"description":"US equity markets have undeniably outperformed their European peers so far in 2024, but there are countries and segments within Europe that we believe are now set to benefit from the current economic environment, and that despite disappointing data readings in June, are nevertheless worthy of investors’ attention.\nIn this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Leonardo Pellandini, Equity Strategist, about where his team sees opportunities in European equities, which countries now carry an Overweight rating, and the sectors and segments that currently offer diversification benefits for investors.\n00:32 – Introduction to the topic and speakers\n01:15 – Impact of elections on UK equities\n02:50 – French equities after parliamentary elections\n03:58 – Why consider European equities when US indices are outperforming\n06:01 – European industrials and our preferred subsectors\n06:54 – The case for mid-cap stocks\n07:26 – Overweight calls for Germany and Switzerland and a preference for cyclical sectors\n09:25 - Does disappointing recent economic data taint our views?\n10:19 - Summary of our equity calls within Europe\n11:05 - Conclusion\nWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.","thumbnail_url":"https://img.transistorcdn.com/11BnEfZU7rka4GVHoUpqhWArVzb8RoTTrwhLaXT0-wM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5NzI2LzE2MTY1/NzYyNDItYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}