European Recovery Gets Going in Second Quarter: Northern Trust

The video discusses the outperformance of European equities despite pandemic challenges. Key factors include global recovery, sector exposures, and geopolitical influences. The impact of COVID-19 is acknowledged, but optimism remains for a robust recovery in the latter half of the year, driven by improved vaccine supply and economic conditions.

What are the key factors contributing to the outperformance of European equities?

• High interest rates in Europe

• Global recovery led by the US

• Lack of geopolitical stability

• Focus on technology sectors

How does the interest rate sensitivity in Europe compare to that in the US?

• Higher in Europe

• Lower in Europe

• Equal in both regions

• Not a factor in Europe

What is the expected impact of renewed COVID-19 cases on European equities?

• Significant long-term disruption

• Short-term delay but not disruption

• Complete halt in recovery

• No impact at all

What is the anticipated timeline for the European recovery?

• No recovery expected

• First quarter of the year

• Second half of the year

• End of the year

What is the expected situation regarding vaccine availability in Europe in the coming months?

• Decrease in supply

• No change in availability

• Vaccine glut

• Continued shortage