Identifying 'Europe's few global champions'
Marcus Morris-Eyton of Allianz Global Investors
Despite investor expectations to the contrary, 2019 proved to be a remarkable year for equity investors, with MSCI World's 28% annual return being the second highest in 30 years.
With over 90% of this performance coming from valuation expansion, as global corporate earnings largely stagnated, investors are rightly questioning valuations. Jupiter's De Blonay: Europe's untapped...
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