We Are Long European Rates, Says Legal & General’s Roe

The video discusses investment strategies focusing on European rates, highlighting the steep rate curve as a predictor of returns. It explores a contrarian approach to equities, suggesting that unpopular sectors may outperform. The analysis extends to bank exposure, comparing US and European banks, and concludes with opportunities in European markets, particularly in the context of Brexit and UK equities.

What does the teacher suggest about the sentiment towards sectors that are currently disliked?

What is the teacher's view on UK equities and their relation to Brexit?