External risks may impinge on a generally positive outlook

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Several factors should continue to support markets this year including positive earnings growth, mer...

Several factors should continue to support markets this year including positive earnings growth, mergers and acquisitions (M&A) and strength in the domestic economy. However, there are several risk factors outside Europe, not least the possibility of a hard landing in the US. Also, while valuations on an earnings basis are still looking reasonable, price to book valuations are looking a bit stretched and we could see further short-term volatility. With this in mind, across all our portfolios in recent months we have been switching towards larger, more stable companies with greater visibil...

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