For the first time in a decade, the prospects of Europe improving appears consensual, writes David Moss of BMO Global Asset Management.
With political risk (for now, at least) much reduced following Emmanuel Macron's French election victory and economic data and surveys (such as the PMIs) showing continued improvement, this is not surprising. ...
High conviction approach
Effective from mid-July
Managers who have 'seen it all'
Decision expected 20 June
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