Niall Gallagher, investment director of European equities at GAM, talks to Lawrence Gosling about how the macro outlook for Europe is the strongest he has seen for some time.
He also explains why he is sceptical about the market rotation into value stocks in some areas.
£44bn committed to sector over five years
Key points from Hammond's 'balanced' Budget
No stamp duty on homes under £300,000
Second Budget this year
Rises in-line with CPI