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ON ASSET ALLOCATION
Long the Western bond markets…for the time being
ON UK INCOME
ON EUROPE
EUROPE
OBSR on Europe
German GDP grew 2.2% in the second quarter, the largest gain in more than 20 years.
GERMANY
Rathbones head of multi-asset David Coombs has bought into the Barings German Growth trust in the view German equities are the only attractive shares in Europe.
GERMANY TO EXIT EURO