Hermes Investment's Parry: Europe Is Offering Good Value

The video discusses the political and economic landscape in Europe and America, highlighting the perceived overpricing of political risk in Europe and underpricing in America. It explores economic opportunities in Europe amidst political uncertainties, such as the French and Dutch elections, and the impact of rising bond yields. The discussion shifts to the potential consolidation of EU power and the challenges posed by populism. The video concludes with a reflection on the EU's need to adapt to global competition and the choice between isolationism and collaboration.

In what ways is populism described as both a powerful and dangerous force?

What implications does the disconnect between the EU and the voting populace have for future political dynamics?