Global: Rubik’s Cube: Europe

Report Date:  05/09/17

Europe is in the process of forging a new direction. This is a response to the realisation the European project needs to deliver tangible economic benefits to its citizens if it is to succeed. France and Germany are the powerhouses of this change. But Italy, Spain and most smaller European states will follow. We remain long the euro versus the US dollar and the British pound. And we stay long Eurozone equities.

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