Navigating Europe’s Capital Crisis

Published on
December 10th, 2018
Duration
34 minutes

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20

Navigating Europe’s Capital Crisis

The Expert View ·
Featuring Bernd Ondruch

Published on: December 10th, 2018 • Duration: 34 minutes

Bernd Ondruch, founding partner and CIO of Astellon Capital, joins Real Vision to sort through Europe's political and economic challenges. Ondruch explains the causes of the secular slump in European equities, which has caused returns to stall and liquidity to evaporate. Filmed on November 19, 2018 in London.

Comments

Chapters

  1. 00:01:14
    What Challenges are Facing Europe?
  2. 00:05:41
    How Does Low Liquidity Impact Your Portfolio Construction?
  3. 00:07:41
    What’s Your View of European Banks?
  4. 00:17:24
    Where Do You See Opportunity in Europe?
  5. 00:22:04
    Do You See an Economic Escape Route for Europe?
  6. 00:23:34
    Are Germany’s Equity Markets still the Strongest in Europe?
  7. 00:24:51
    What’s your view on Italy?
  8. 00:30:32
    How Can Investors Position Themselves for European Underperformance?