European investors are currently under pressure on two fronts. Firstly euro zone interest rates are ...
European investors are currently under pressure on two fronts. Firstly euro zone interest rates are not only likely to rise significantly higher in order to suppress growing inflationary pressures, but the rises will almost certainly extend further into the future than those in the UK and the US. Secondly, the economic situation in the US is proving to be a difficult conundrum for European investors, with the question as to whether the US economy will have a soft or a hard landing having a significant bearing on European investment decisions. Our European portfolios maintain a slight d...
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