If you backed eurozone equities in the first half of 2017, well done you.
Populist party electoral failures and better economic and corporate earnings growth rates have turned the ugly duckling into a beautiful swan, at least from a year-to-date time perspective. And even the euro has responded, pushing well above the parity level many commentators thought was inevitable. The world of investment, however, is to understand the past in order to help illuminate the future. We also know that the most exciting themes in the financial markets are the paradigm shifts that last not just for six months but multiple years, if not a full generation. World Economic ...
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