Are Investors Warming to European Equities?

The video discusses the performance of growth and value stocks, highlighting the impact of the pandemic and low interest rates on growth stocks. It compares US and European equities, noting the influence of the European recovery fund and China's economic cycle. Inflation expectations are examined, with a focus on long-term planning and the potential for inflationary pressures due to fiscal stimulus. The possibility of stagflation is considered, given high unemployment and a bumpy economic recovery, but optimism remains for future growth.

How do interest rates impact the performance of growth versus value stocks?

What role does fiscal stimulus play in the current economic situation?

What signs indicate that the economy is still in a recovery phase?