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Why Europe? Myths vs Reality
August 2018
Once again negative flows from European equities have hit the headlines. With Bloomberg reporting that: global investors have pulled $56bn from European equities this year, an exodus so sharp that it’s reminiscent of the euro-area debt crisis in 2011-2012.
In the attached piece, debunking the myths and misconceptions we so often are presented with, we show why the underlying health of the European economy and the outlook for equities couldn’t be more different than these headlines suggest. Indeed, considering the region’s robust growth and attractive valuations, we think it is the perfect time for many investors to take a closer look at Europe.
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