EUROPEAN EQUITIES
R-co Conviction Equity Value Euro: investment Themes
Alstom STMicro BASF ArcelorMittal
Siemens Ryanair Saint-Gobain DHL
Cyclical with strong balance sheet
International
TechnipEnergies Société Générale CaixaBank Vonovia
Deutsche Telekom Sanofi Kerry Group RWE
Value with structuralChallenges
Defensive with value Biais
Public
150
Source: Rothschild & Co Asset Management – 31/12/2024
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