We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.
Having a differentiated and contrarian view may put you in a good position to navigate a market that has become very short sighted, with analysts focusing on small details and missing the bigger, medium-term...
'This is not going to end well': Buyers warn bonds will not be safe haven of the past in next market correction
Concern over impact QE ending and low yields
Explaining the strength of the dollar
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