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...
The US dollar is close to peaking and the risks now seem to be on the downside.
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