Stephanie Flanders, chief market strategist, UK & Europe at J.P Morgan Asset Management, looks at the challenges facing the continent and the risks to investors.
We expect the eurozone to continue to pick up momentum through 2014, but there are a number of risks and potential headwinds that could blow this fragile improvement off course and pose challenges to investors. These include: Renewed stress in financial markets and concern about the strength of the banking system, possibly in response to the ECB's ongoing review of the quality of assets on bank balance sheets. Potentially damaging side effects from a sharp slowdown or sustained bout of financial volatility in emerging market economies, which account for a much larger share of Europea...
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