European equities are in a ‘sweet spot’ - 7IM

May 09, 2017, 11:57 AM

Matthew Yeates, Quantitative Investment Manager at 7IM explains the turnaround in the European politics from far right to the status quo and its positive impact on the European equity markets. He is joined by Brand Communications CEO Alan Green and Tip TV Presenter Zak Mir.

Key points

Macron’s victory may have helped restore the European Union (EU) stability and set the Eurozone on a decidedly more stable course

European equities are cheap (in multiples of earnings) when compared to the global and US equities

Macron needs to deliver - side with political forces that would support structural reforms and help strengthen the French economy

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