River & Mercantile's top five global recovery plays
Top five recovery plays
Hugh Sergeant
River & Mercantile's Hugh Sergeant and Will Lough have been adding to domestic European positions in their World Recovery fund as they become more confident of a recovery, despite ‘hot money' leaving the region last year.
The pair said the launch of quantitative easing, the depreciation of the euro and falling oil prices should be supportive of the European recovery stocks they have chosen, even though there may be short-term...
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