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Our Chief Investment Officer, Vassilis Papaioannou, appeared on CNBC’s Street Signs today, commenting on current buying opportunities.
In conversation with the show’s anchors, Sri Jegarajah and Willem Marx, Vassilis pointed out that we favour Europe and the US, more precisely within the Euro area, we favour banks and the energy sector. He expects the euro area’s full speed recovery to be reflected in the equities market.
Vassilis also underlined that the current volatility is not a reason for concern, it is an excellent buying opportunity. “We are now witnessing a balancing act between earnings growth and inflation expectations.” he added.
To watch the highlights from the live show, please click here.