European Equity Outlook, Reckitt Benckiser, and UK Housebuilders with Morningstar’s Michael Field

UK Investor Magazine

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The UK Investor Magazine was thrilled to welcome Michael Field, European Equity Strategist at Morningstar, back to the podcast to jump headfirst into European equities and the key consideration for investors.

Download Morningstar’s European Equity Outlook Q3 2024

Michael has joined the UK Investor Magazine on a number of occasions over the past year and provided a fascinating insight into the macroeconomic factors driving European stocks and highlighted individual names offering value. This episode was no different.

We start with looking at the key risks and rewards for European equities and explore the political environment.

The discussion progresses to the sector Morningstar see value in before touching on Reckitt Benckiser.

Morningstar previously highlighted Persimmon as a company that offered deep value. After a near 50% rally, we look at what the the Labour government means for the UK housebuilding sector.

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