Europe Better Performing Market in Second Half: Pease

The video discusses the impact of the UK COVID-19 variant on European markets, suggesting a shift from US to European investments. Despite short-term concerns, the vaccine rollout in Europe is expected to accelerate, benefiting cyclical sectors. The Euro is predicted to strengthen against the dollar, reaching fair value by year's end, driven by sustained dollar weakness.

What opportunities might arise from near-term weaknesses in European markets?

What is the expected fair value range for the Euro against the dollar?