Demographics and productivity are longer term challenges facing Europe
Demographics and productivity are longer term challenges facing Europe. Joseph Titmus, Portfolio Manager at AMP Capital, is part of the global infrastructure investment team. He is also based in Europe full time which gives him a good perspective on the current challenges facing the broader Eurozone. In this interview Joseph discusses some of his observations on the path to recovery in Europe. Whilst he believes that the region is firmly committed to make the Euro project work - he also says there are demographic and productivity issues show the recovery is going to be slow and grinding. He also shares some insights into European infrastructure assets and the opportunities/challenges he is facing as an investor.