Russell Investments: Green Shoots in Europe

The video discusses the impact of Brexit on European equities, highlighting the uncertainty it has caused. Despite this, the economic environment in Europe shows moderate growth, with EPS growth slightly higher than in the US. Valuations in Europe remain reasonable, making it a more attractive option compared to the US. The European Central Bank's support has contributed to positive economic signals, although Brexit continues to pose uncertainty.

How has Brexit uncertainty affected European equities in the first half of the year?

• It has had no impact.

• It has improved growth rates.

• It has clouded European equities.

• It has led to significant outperformance.

What is the approximate growth rate in Europe mentioned in the video?

• Around 1.5%

• Around 2%

• Around 0.5%

• Around 3%

Why might investors prefer European equities over US equities according to the video?

• Higher negative valuations in Europe

• Lack of ECB support in Europe

• Stronger US economic performance

• Better EPS growth in Europe

What role does the ECB play in the European economic environment?

• It reduces economic growth.

• It increases Brexit uncertainty.

• It provides a backstop.

• It hinders credit impulse.

What is a major concern related to Brexit as discussed in the video?

• Broader uncertainty it brings to Europe

• Complete isolation of Europe

• Significant economic ties with the US

• Immediate economic collapse