Corporate profits were healthy across Europe in Q1 as growth strengthened in economies in the south, after an extended period of austerity, and the more robust economies of the northern European nations continued to expand.
In our view, this improving economic picture is likely to particularly favour smaller companies, which tend to be more focused on domestic markets. Interest rates remain very low, which is also supportive...
The US dollar is close to peaking and the risks now seem to be on the downside.
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