Europe: Portfolio Strategy - Strategy Matters - Keep faith in Germany and the UK
September 10, 2009
We have been positive on German and UK markets since May. We still believe that the DAX and FTSE 100 should outperform other indices. Upcoming elections could bring a new focus to Germany. In the UK, our overweight is supported by our economists’ above-consensus view as well as our bias for commodity-exposed sectors.
>> Europe: Portfolio Strategy - Strategy Matters - Keep faith in Germany and the UK, September 10, 2009 [PDF, 221 KB]
>> Europe: Portfolio Strategy - Strategy Matters - Keep faith in Germany and the UK, September 10, 2009 [PDF, 221 KB]