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By Michael Gordon, Cio of Equities BNPP AM
European equities have benefited from a mini-rally recently but we believe there are further gains to be had in 2011. In this article Michael Gordon explains the six key features which make European equities such an attractive asset class this year.
Europe is more than just its peripheral countries
The sovereign debt crisis in 2010 had a strong impact on international investors perceptions of Europe. But the relative importance of Europes peripheral countries on the regions overall growth rate is often exaggerated. In fact, there are significant differences between the growth rates of the various countries across Europe. The top five countries in...
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