A contrarian view on Europe

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Economic clouds are somewhat darker in Europe compared to this time last year, but we are not subscribers to the notion of an economic Armageddon. European equity markets are trading well below levels seen at the end of 2017 as investors have penalised the asset class in response to several challenges – some of Europe’s own making and some from further afield. Against this backdrop, we look at what is driving investor sentiment, how recent economic data will impact long-term growth, and which areas of the market look most attractive.