Which eurozone issues are you still concerned about - and where are the most compelling opportunities?
Liad Meidar managing director of Gatemore Capital Management EMU flaws The problems in the eurozone are largely political, not economic. After all, on a combined basis, the eurozone has a lower debt-to-GDP ratio and primary deficit than any of the US, UK and Japan. The issue is the EMU has fundamental structural flaws and political intransigence that prevents those from being resolved. The eurozone continues to only address individual issues when they reach crisis level, while the larger structural issues will take much longer to resolve. We foresee many years of slow growth ahe...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes