Does Europe have room to push higher?

Georgios Mouskoundi of Dolfin

Georgios Mouskoundi of Dolfin

For many the Global Financial Crisis is a distant memory, having just seen the longest bull market in history. These extraordinary gains were achieved despite a difficult economic and political backdrop over the past decade. Recently the prospect of trade wars, a surging US dollar, rising interest rates and the withdrawal of stimulus by central banks have rattled - but (so far) failed to derail - the bull run. While the S&P 500 has rallied some 300% from its March 2009 bottom, Europe has lagged.

Though some commentators have favoured Europe, citing factors such as attractive valuations and improving earnings, employing this strategy would have failed to generate comparable equity returns...

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