Everyone's talking about... Europe

...Europe. What lies ahead as deflation, elections and QE loom large?

Laura Miller
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In the second part of our new series looking at the most topical investment themes for the quarter ahead, Professional Adviser asks multi-managers what lies ahead for Europe as deflation, elections and QE loom large?

The eurozone has just recorded falling prices for the first time in more than five years - deflation, technically. That is far from its only concern. Several European countries have elections this year, generating the sort of uncertainty financial markets hate. Then there is the prospect of Greece leaving the eurozone, and whether the European Central Bank will launch the anticipated bond buying programme (QE), and to what effect. Multi-managers - who look across the whole investment universe - give their view on where the ripples are being, and will be, felt. Architas chief i...

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