In our opinion, innovation, as a driver of business growth in a world in structural slowdown, remains one of the key criteria for value creation. Europe is full of opportunities to invest in innovative companies, which are driving forces to meet the challenges of sustainable development.

But how do we define innovation? In which segments are Europeans at the forefront? Is the coronavirus crisis having an impact on these companies and how should they be selected?

Answers from Geoffroy Goenen, Head of Fundamental European Equity Management.