European Stocks at 'Catch-Up Phase,' Manulife IM's Thooft Says

The video discusses the proactive measures of central banks, particularly the Fed, in sustaining economic cycles. It highlights the risks such as geopolitical tensions and trade wars, and suggests a cautious approach to portfolio management with a slight overweight in equities. The video also presents a contrarian view on European equities, noting their low valuation and potential for growth. Finally, it addresses the regulatory scrutiny faced by tech giants like Google and Facebook, emphasizing the sector's consistent earnings despite these challenges.

What factors contribute to the perception of European equities being undervalued?

In what ways might regulatory scrutiny affect the tech sector according to the discussion?