Growth, Politics and Shareholder Activism: European Equities in Focus
Growth, Politics and Shareholder Activism: European Equities in Focus Exchanges at Goldman Sachs is one of my favourite ways to keep up with the markets, it is a podcast series from Goldman Sachs where employees of the firm debate important financial issues. The episode I am writing about today features Senior European Equity Strategist Sharon Bell from the Global Investment Research division and is titled Growth, Politics and Shareholder Activism: European Equities in Focus. Podcast: https://itunes.apple.com/gb/podcast/exchanges-at-goldman-sachs/id948913991?mt=2&i=1000418016635 Main points: 1- European stocks have been flat compared globally to US equities for example which have grown c. 5% -Response: I agree with Bell that European stocks are still good for diversification purposes and in this light, their flat growth has not been too detrimental to the average investor. Due to uncertainty over the US trade war which could have a greater im