Following a busy political agenda in the first half of the year, Europe appears well-positioned to deliver strong growth in the second semester.
Leading indicators are pointing to a healthy level of economic growth, consumer and business sentiment is hovering close to multi-years highs and corporate profits are rebounding, supported by an improvement in both global and domestic activity. This attractive backdrop has led investors to reconsider their exposure to the region in the past three months. Mirabaud's Jung: Prepare for a 'hot summer' in European markets From unloved and uninvestable, European equity markets are now more broadly owned after experiencing significant inflows year to date. Yet many investors remain ...
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