In today's episode, Milosz dives into how BlackRock Greater Europe Investment Trust has employed its concentrated, high-conviction strategy and broad investment remit to outperform the broad Europe ex-UK market. He also discusses the trust’s current cyclical bias, its overweight positions in technology, consumer discretionary and industrials, as well as its largest holding – the Danish pharma company Novo Nordisk. Finally, he highlights the relatively attractive valuations of European equities at present.

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