EUROPEAN EQUITIES
R-co Core Equity Europe: investment Themes
Brenntag Veolia Bunzl Deutsche Boerse
ASML Schneider Novo Nordisk Richemont
Resilience
Secular Growth
CaixaBank Ipsen Andritz Metso
Fresenius Airbus ConvaTec Prysmian
Value
Inflection
Public
145
Source: Rothschild & Co Asset Management – 31/12/2024
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