A fresh perspective

EUROPE

The worrisome public debt situations in Greece and elsewhere, and the broader implications for Europe, have been concerning for investors and commentators alike, writes Lazard's Aaron Barnfather

We believe investors should be thinking differently about Europe. While we share some of the concerns over the strength of the peripheral European economies, with Greece, Portugal, Ireland and Spain all experiencing challenges in their domestic economies, the reporting of problems in Europe has largely ignored the strength of other European markets. There are four reasons why we believe Continental European equities are worthy of fresh consideration by investors in the current economic climate: 1. Europe is not homogenous The market may be too focused on the weaknesses of Europe's...