Mirabaud's Jung: Prepare for a 'hot summer' in European markets
Jung: "Investors are likely to refocus on fundamentals, which in the eurozone are clearly improving"
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...
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