July 1, 2025 | Global Equity

Change and Opportunity in Europe’s Growth Markets

Jayesh Kannan, CFA, from our global equity team, speaks to us from Lithuania, where he meets with companies who have embraced technological innovation.

I’m in Vilnius, Lithuania, having spent this past week traveling across northern and eastern Europe. Through the course of my meetings, I have tried to further understand the drivers of growth and innovation in this region. I came away impressed by how rapidly companies are adopting change, whether it be trade-related frictions or the advancement of generative artificial intelligence (AI). We continue to uncover investment opportunities, with durable, competitive moats and underestimated earnings power, that which contributes towards sustainable value creation.

Filmed June 2025

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