Capitalising on opportunity in a Europe in flux
Life post-pandemic, sustainability and a continent undergoing digital change. These are currently some of the top themes at Danske Invest Europe. Chief portfolio manager Kasper Brix-Andersen provides a brief update.
In a nutshell
- Europe is undergoing a change whereby physical production is merging with the digital world, while sustainability issues are becoming increasingly important. These trends are creating new opportunities for the European investor.
- Our investment team is disciplined and takes a long-term view throughout the investment process, which creates longer-term opportunities.
- Danske Invest Europe is invested in relatively few equities, which provides an opportunity to get close to individual companies and challenge them on themes such as sustainability.
