Looking to the futureReport Date: 7th April, 2017
It is easy to be pessimistic about the future of the EU. But disaster is not inevitable. There are several reasons. Organisms threatened with their own demise react. The EU is also set to reject populism decisively in all EU elections this year. This opens the way towards coalitions of the willing to advance the European agenda. Our investment strategy is that the euro has turned and will strengthen. We prefer EU equities over other major global markets. We remain negative on bonds globally. The EU is no exception. Our favourite shorts are 10-year German Bunds, French, Italian and Irish sovereigns.
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