2Q 2020 European Equity Outlook

Portfolio manager Donny Kranson talks about opportunities arising from indiscriminate sell-offs, how a company can survive the downturn, resilience in essential services, and acceleration of the shift to online retailing.<br /><hr><p style='color:grey; font-size:0.75em;'> See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for privacy and opt-out information.</p>