Fencer
Thematics AI & Robotics Fund
Focus on the growth drivers and invests in companies on the leading edge of AI & Robotics that are shifting the way we live
Managing market volatility
Managing market volatility
Why it’s ok to invest with uncertainty. From geopolitical shifts to central bank rate-setting, uncertainty is everywhere
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European value, US growth and sustainable investing fundamentals

June 06, 2024 - 2 min

Hervé Guez, Global Head of Listed Assets at Mirova, gives his outlook for equities, including whether US market outperformance can continue and the potential long-term impact of ESG underperformance.