Europe plc is performing well, with good corporate news- flow, an upturn in M&A and continuing stron...
Europe plc is performing well, with good corporate news- flow, an upturn in M&A and continuing strong demand of goods from Asian countries, especially China. Combined with a fairly aggressive programme of share buybacks and dividend issuance, the region continues to be a source of investment opportunities for fund managers. According to Michael Bartek, investment manager at New Star, the European market just keeps on going up. Cyclical companies in the commodity and capital goods area are restructuring and have switched to producing goods to the low cost bases of Eastern Europe and Asia. ...
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