Elfreda Jonker and Matisse Clark discuss key takeaways from Matisse’s recent research trip to Europe, where she met with companies across the industrial, consumer and healthcare sectors. They explore themes such as digital transformation, resilient supply chains and green shoots in European construction, with portfolio insights on companies including CRH and Schneider Electric.
Alphinity
Global Webcast: Key highlights from recent European research trip
< 1 minute read time
This material has been prepared by Alphinity Investment Management ABN 12 140 833 709 AFSL 356 895 (Alphinity). It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. Past performance is not a reliable indicator of future performance. Neither any particular rate of return nor capital invested are guaranteed.
