‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe
Investors' Chronicle · Investors' Chronicle
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Show Notes
In the latest episode of the IC Interviews, Val Cipriani, personal finance editor, sits down with Stefan Gries of BlackRock Greater Europe Trust. The fund is known for focusing on businesses with dependable profits and finds success even though it takes less risk than the average investor.
Hear Gries’s take on Dutch semiconductor stock ASML (AMS), and how the industry will fare in light of Donald Trump’s win. The duo also cover the prospects of the Chinese and UK markets, the fund’s stock-picking methods which European sectors are ripe for investor attention.
Timestamps
0:49 What the fund does
2:34 Changes to the strategy
6:02 Outlook on the market
8:53 US election result
11:06 Bullish versus Bearish
13:46 Stockpicking
17:13 Novo Nordisk
21:46 ASML
25:25 Semiconductors in the wake of Trump’s win
32:57 China and post-Covid recovery
35:55 UK market
38:19 Granola stocks
40:39 Wider European stocks
42:42 Promising sectors
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