Mensuel de avril 2019 - Fonds / Bourse

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Panning for gold in murky waters
By Ben RITCHIE, Deputy Head of Europe, European Equities, Aberdeen Standard Investments   Many European companies will prosper in spite of the poor economic outlook   International investors pulled more than €50 billion out of European equities in 2018 as they reacted to weakening economic data across the continent, uncertainty regarding Brexit and concerns around Italian banks. Today investor positioning in Europe is as underweight as it has been since the Eurozone crisis.   It is understandable that investors are wary of a potential economic contraction, and at times like this, Europe's inherent political and cultural complexities can act to deter the cautiously minded. Coming in a period when the US economy...
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