European Investment Strategy
In Conversation with Mathieu Savary
European Investment Strategy discusses eight themes that will drive returns for European assets in 2024. What is the near-term outlook for the Eurozone? How long until Europe falls into a recession and how deep will it be? What is the outlook for ECB monetary policy and the impact on the Euro? Can European equity markets recover? Which sectors might rebound?
Thank you for your interest in BCA Research’s European Investment Strategy.
Through our new BCA Access service, you can now ask Mathieu Savary bespoke questions about his views and assumptions, both of tactical and longer-term horizon to help you validate or challenge your own assumptions as well as hedge your portfolio.
To evaluate how we can help you and your team with custom macro discussions, please complete the form with your contact information or contact sales@bcaresearch.com
About BCA Research
BCA Research is the leading independent provider of global investment research. Since 1949, BCA Research’s mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all major asset classes and economies, as well as actionable macroeconomic research.
BCA provides its global investment research services to financial institutions, corporations and investment professionals across six continents. The firm maintains its head office in Montreal, with local offices in major financial centers around the world.