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European Equities

avg score 7.0 · 1 pods
insights
1
net direction
-100%
tail / head / mixed / risk
0/1/0/0

tailwind · 0

  • — no tailwind insights —

headwind · 1

  • Europe's productivity gap vs US driven by industry mix, risk aversion, and regulatory burden
    nicolai tangen · In Good Company with Nicolai Tangen

all insights

European Equities
score 7/10
HEADnicolai tangen·In Good Company with Nicolai Tangen·2 years ago
Europe's productivity gap vs US driven by industry mix, risk aversion, and regulatory burden
Europe lacks tech exposure, overweights old industries, penalizes bankruptcy, anchors ambitions lower, and smothers R&D with regulation — structural headwinds the Draghi report says require massive investment and leadership to reverse.
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