The UK Investor Magazine was thrilled to welcome back Michael Field, European Equity Market Strategist at Morningstar, for a deep dive into Morningstar’s Q3 Outlook and Top Picks.
Download a read Morningstar’s Q3 Outlook and Top Picks here.
The conversation starts with a look at inflation and other key market themes driving Morningstar’s views on European equity sectors. We explore the outlook for inflation and central bank action in the coming quarter.
Michael pays particular attention to the insurance, energy, banking and consumer cyclical sectors. We discuss Morningstar’s Top Picks including Persimmon and Shell.