Do European equities deserve a place in your diversified portfolio?
Description
David Lambert, Managing Director & Senior Portfolio Manager and Head of European Equities at RBC Global Asset Management Limited, discusses the strong performance of European equities this year, particularly in Canadian-dollar terms. He highlights Europe's relative valuation advantage over the U.S., anticipated earnings growth, and the potential for a narrower earnings differential between the two regions. He also touches on the UK's economic outlook and the impact of currency fluctuations on investments. (Recorded: October 17, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/do-european-equities-deserve-a-place-in-your-diversified-portfolio/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
United States
