Ignis fund manager Ian Ormiston and economist Darren Williams of AllianceBernstein consider the outlook for the region as we approach 2011
Manager view As the year of the tiger gives way to the year of the rabbit in 2011, will investors move from the emerging market tiger economies back to the developed world, or will Europe remain a rabbit trapped in the headlights of the capital flow juggernaut? The answer for 2011 remains the same as it did for 2010, with the eurozone periphery, including Ireland the onetime Celtic tiger, dominating the headlines but the large northern economies with healthy government, corporate and domestic finances delivering sound economic growth and market returns. The balance between negative ...
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