Premier's Robbins on the valuation gaps in Europe
Robbins: "Sluggish economic growth over the past few years has encouraged liquidity towards perceived safe havens"
The most important factor for European equities for the foreseeable future will be the direction of bond yields.
After years of economic disappointment outside of Germany, the EU has finally put together a sustained run of improving growth. Economic growth has returned, and is expected to reach around 2% this...
