Europe Might Be the Sweet Spot for Investing: UBS’s Ganesh

The video discusses the European market's strong performance and the influx of investments, highlighting the concept of Quality Growth at a Reasonable Price (QGARP) as a promising investment strategy. It contrasts growth and value stocks, noting regional differences and potential market shifts due to inflation concerns. The focus is on identifying high-quality companies in Europe that offer sustainable growth and reasonable valuations, appealing to private clients in the second half of the year.

What are the potential concerns mentioned regarding inflation and its impact on the market?

In which sectors does the speaker see potential for quality growth at a reasonable price?