Does weak European economic growth mean weak European companies? Joe Faraday argues that aggregate economic performance and individual company performance are not the same thing. The gap between Europe’s strongest and weakest businesses can be considerable. In his view, weaker macroeconomic conditions and persistent market inefficiencies may therefore create opportunities for selective, research-led stock picking. Is Europe better viewed as a macroeconomic problem – or a stock-picker’s market? Watch the full Investment Trust Forum 2026 here: https://youtu.be/f4KLxum5jcI For information and education only. This is not investment advice. Capital at risk. #QuotedData #EuropeanEquities #StockPicking #InvestmentTrusts