David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, highlights the key drivers behind European equity market outperformance, including low valuations, Germany's significant fiscal stimulus, and a growing shift from a U.S.-centric to a more global investment approach. He emphasizes the importance of focusing on companies adept at navigating Europe's regulatory and economic landscape, reminding investors to prioritize fundamentals over short-term geopolitical noise to make well-informed decisions. (Recorded: May 9, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-equities-focusing-on-fundamentals/detail/?disclaimer=true.

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