Kempen's Treon on EU Recovery Fund, Europe Equities

The video discusses the European Union's fiscal policy response post-pandemic, highlighting the EU recovery fund's role in revitalizing the economy. It explores the potential for European stocks to outperform globally, given the region's historical underperformance and current growth opportunities. Key factors such as the overweight to value industries and the impact of the Delta variant on recovery are also examined.

What was the primary focus of the European policy response post-pandemic?

• Trade policy

• Fiscal policy

• Monetary policy

• Environmental policy

What is one reason for the high demand for European bonds?

• Weak currency

• Strong fiscal policy response

• High inflation

• Low interest rates

What challenge is mentioned that could impact the European stock market recovery?

• Brexit

• Trade wars

• Delta variant

• Rising oil prices

What is a characteristic of European equities mentioned in the transcript?

• High growth potential

• Overweight to value and industry

• Overweight to technology

• Low volatility

Despite challenges, what is the outlook on the European economic recovery?

• It will be slightly delayed

• It will not be affected

• It will be accelerated

• It will be severely impacted