Keller presented at FSA’s Long-Term Investing Forums in Singapore and Hong Kong on “Investing in Europe’s economic growth through family-owned companies”.
In the video, he says European small cap valuations are close to the bottom of what they were in 2010. He also mentions the three sectors to avoid and discusses the risk of pent-up inflation.
Healthcare’s innovation shifts into high gear
Smartphones on wheels
Accessing India’s tech future
Dynamism is the name of the game for this global macro strategy
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Nuveen broadens income sources via private capital and real assets
Investors turn to real estate for alternative income
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
Unmasking the dividend opportunity
An investment opportunity for the coming decades: the environment
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Part of the Mark Allen Group.
