Kempen's Treon on EU Recovery Fund, Europe Equities

The video discusses the European Union's fiscal policy response post-pandemic, highlighting the EU recovery fund's role in revitalizing the economy. It explores the potential for European stocks to outperform globally, given the region's historical underperformance and current growth opportunities. Key factors such as the overweight to value industries and the impact of the Delta variant on recovery are also examined.

What role does fiscal policy play in Europe's economic recovery post-pandemic?

How might the Delta variant affect the recovery of the European economy?