Moderate growth benefits region
Investors breathed a sigh of relief after centrist, pro-EU candidate Macron's victory in the 1st round of French elections. Since then, European markets have come out swinging. Now he's secured the presidency, is another surge likely? In our view, the...
Polls show 60% of votes for Macron
Overweight Scandinavia
BofA Merrill Lynch survey
The top and bottom sectors, funds and stockmarkets of the quarter
Cyclical play at the end of the year