Lazard's Custis on Europe, U.K. Stocks & the Value Rotation

The transcript covers a comprehensive analysis of the UK and European markets, focusing on investment strategies, market performance, and the impact of currency fluctuations. It discusses the definition of value in investments, the potential of the European market, and the influence of Brexit. The conversation also touches on the IPO market, growth stocks, and the energy and commodity sectors, highlighting opportunities and challenges in these areas.

What challenges do European markets face that may affect investor confidence?

What lessons can be learned from the IPO performance of companies like Deliveroo?

How do you perceive the future of the energy sector and commodity stocks based on current trends?