Threadneedle Pan European

Ann Steele (Columbia Threadneedle Investments): “There is a pocket of excellence in European technology”

Date:

Ann Steele (Columbia Threadneedle Investments): “There is a pocket of excellence in European technology”

Author: Meritxell Sedo

  1. On the European continent, the healing process did not really start until 2015, but there are several reasons to be optimistic
  2. The cyclical sectors will continue to be very attractive and will continue to obtain superior performance in 2018
  3. "We have an overweight in the whole financial sector, including banks, insurers and diversified financial companies"
  4. "Another area where we have an overweight is the industrial sector, which clearly has a role in a cyclical rally”