Hermes Investment's Parry: Europe Is Offering Good Value

The video discusses the political and economic landscape in Europe and America, highlighting the perceived overpricing of political risk in Europe and underpricing in America. It explores economic opportunities in Europe amidst political uncertainties, such as the French and Dutch elections, and the impact of rising bond yields. The discussion shifts to the potential consolidation of EU power and the challenges posed by populism. The video concludes with a reflection on the EU's need to adapt to global competition and the choice between isolationism and collaboration.

What is the Black Rock view on political risk in Europe and America?

• Political risk is overpriced in America and underpriced in Europe.

• Political risk is overpriced in Europe and underpriced in America.

• Political risk is not a concern for Black Rock.

• Political risk is equally priced in both regions.

What economic phase is America currently in, according to the transcript?

• Late cycle of economic expansion

• Recession phase

• Mid cycle of economic expansion

• Early cycle of economic expansion

What is the ECB considering regarding its monetary policy?

• Reversing quantitative easing

• Easing the pace of quantitative easing

• Maintaining the current pace of quantitative easing

• Increasing the pace of quantitative easing

What is a potential concern for Europeans regarding EU power?

• An increase in EU member states

• A consolidation of EU power

• A drastic shift towards populism

• A decrease in EU influence

What challenge did Brexit highlight about the EU?

• The EU's economic stability

• The disconnect between the EU and its voting populace

• The EU's military capabilities

• The EU's strong connection with its citizens