Europe has seen a modest pick-up in economic growth in the first quarter, with unexpectedly strong figures coming in from France and Italy. But the region still faces an environment characterized by low interest rates with low expected economic growth and low inflation. This environment resembles the scenario Japan faced in the 1990s. What are the lessons for investors in low-volatility European stocks?
Pour lire cet article, vous avez besoin d'un abonnement à Investment Officer. Si vous n'avez pas encore d'abonnement, cliquez sur 'Abonner' pour connaître les différentes formules d'abonnement.
