European equities: A long-term perspective

June 2011. European equities have outperformed the rest of the world over the long term, thanks to the innovative products produced by the region’s dynamic corporate sector.

In this paper, Stephen Macklow-Smith applies a long-term perspective to European equity investing, looking at the unique factors that have powered the region’s outperformance. He also assesses earnings growth and valuations, and discusses the themes currently shaping the markets.

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