European small caps
Europe was severly hit by COVID-19 during 2020. Many of the largest economies in Europe where in lockdown during days, weeks and months. Adding to that the vaccinations has been slower in EU compared to the US in 2021. Perhaps the timing is right for a european rebound?
Carsten Dehn and Ulrik Ellesgaard, managers of Lannebo Europe Small Caps, gives a solid case for why now might be the time to invest in european equities.