While the latest macro data confirm the positive orientation of European economic growth, risks in the eurozone remain plentiful.
From a top-down asset allocation view, a neutral allocation in European equities is the most rational choice. In the short term, investors are likely to refocus on fundamentals, which in the eurozone...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle