KHALED MOHAMED, investment analyst at Baillie Gifford on Europe
For more information on Baillie Gifford, search Adviserhound.com Recent events in Europe have hardly been inspiring for investors. With Ireland’s government bonds being downgraded by Standard & Poor’s and fears Greece would actually default on its debt obligations, who could blame investors for avoiding Europe? However, avoiding European equities for such reasons may mean missing a great investment opportunity. Past studies suggest no correlation between economic growth and stock market performance – good companies can adapt to take advantage of growth opportunities wherever in the...
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