This week's panel discusses European equities and the impact of the Greek tragedy
Europe is a big continent that is getting bigger all the time with expansion of the EU a topical subject. Let’s start with top-line initial thoughts, what is your house view of Europe? Alister Hibbert (AH): We are broadly positive towards Europe, for a number of specific reasons. The corporate profits cycle is under way and going very solidly. We think that is a very good backdrop for equities generally. When we think of Europe versus other developed world equities at least, the recent rout that has come through the euro and the wobble in the markets courtesy of Greece, is very much a b...
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