Aberdeen's Kernohan Is Positive on European Equities

The video discusses market sentiment, focusing on European equities and political risks. It highlights the attractiveness of European markets despite challenges. The oil sector is analyzed, emphasizing cost-cutting and potential benefits from stable prices. The metals and mining sector is also examined, with a focus on copper and capital expenditure trends. Finally, the banking sector's performance post-Brexit is reviewed, noting stock price increases and the impact of rising rates.

What factors are contributing to the increasing bullish sentiment on Europe among asset managers?

How have companies in Europe been preparing for potential growth in earnings?

What is the significance of stable oil prices for oil majors according to the discussion?

What are the expected price trajectories for copper as mentioned in the text?

What dynamics differentiate the performance of various banks in Europe post-Brexit?