Why to stick with European equities

What's your message to investors uncertain about allocating to European equities at the moment? The bear market is not finished but is in the very late stages. The corollary of this is that the 30-year-old bond bull market is nearing its end. I feel the next market shift will be a size rotation from small and mid caps to large caps as well as a move from growth to value stocks. That may yet be a year or so away but it will come. The opportunities I am seeing now are unlike anything I have ever seen in my career. I have upped my personal equity exposure from 60% to 70% and I am lookin...