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Investment strategy
February 1, 2022
2 mins

Adding European equities may provide portfolio diversification

February 1, 2022
2 mins
Guillaume Menuet
EMEA Head of Investment Strategy and Economics
Judiyah Amirthanathar
EMEA Investment Strategist
SUMMARY

As a consequence of the Federal Reserve's hawkish monetary policy stance, long duration US equities remain sensitive to a rising rate environment. In this investment climate, we believe non-US equity markets, especially European and UK equities, may look more attractive.

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EMEA Strategy Monthly (PDF 630.04 KB)

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