European Recovery Gets Going in Second Quarter: Northern Trust

The video discusses the outperformance of European equities despite pandemic challenges. Key factors include global recovery, sector exposures, and geopolitical influences. The impact of COVID-19 is acknowledged, but optimism remains for a robust recovery in the latter half of the year, driven by improved vaccine supply and economic conditions.

What are the larger forces at play that contribute to the outperformance of European equities?

How does the revenue standpoint of European equities differ from that of other markets?

What factors are driving the preference for European equities at the moment?

What is the expected impact of renewed COVID cases on the European equities market?

What timeline is suggested for the recovery of European equities in relation to the vaccine rollout?