We believe Greek equities’ momentum from 2023 could carry through 2024, thanks to discounted valuations, attractive yields, and market friendly governance.

A recent visit to Athens left us optimistic on Greek equities, thanks to expectations for a capital spending cycle and strong tourism season.

In this post, we explore how to get yield out of Europe during a period of ultra low interest rates.

Greece’s improving growth prospects could place it in the midst of a virtuous cycle, standing out against the weak backdrop of a sluggish Europe.

Not since pre-crisis days has Greece received such positive investor attention or demonstrated such strong potential.