European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.
Yet, pan-European indices have lagged their global peers so far this year. We attribute this to currency fluctuations. Indeed, measured in euro terms, the performance of pan-European stocks has been...
The US dollar is close to peaking and the risks now seem to be on the downside.
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