European Equity Opportunities
James highlights the overlooked potential in UK and Eurozone equities, emphasizing their strong fundamentals amidst a challenging investment landscape. He suggests that a slight shift in outflows could lead to significant rerating opportunities. Additionally, he discusses China's ongoing deleveraging efforts in its shadow banking sector, noting the delicate balance between controlling credit growth and ensuring liquidity for households and SMEs.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
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