Big Question: Which eurozone issues are you still concerned about?

clock • 10 min read

Which eurozone issues are you still concerned about - and where are the most compelling opportunities?

Liad Meidar managing director of Gatemore Capital Management EMU flaws The problems in the eurozone are largely political, not economic. After all, on a combined basis, the eurozone has a lower debt-to-GDP ratio  and primary deficit than any of the US, UK and Japan. The issue is the EMU has fundamental structural flaws and political intransigence that prevents those from being resolved. The eurozone continues to only address individual issues when they reach crisis level, while the larger structural issues will take much longer to resolve. We foresee many years of slow growth ahe...

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