By International Adviser, 31 Jan 17
Recent eurozone data has certainly given investors something to think about. Should the action that follows this thinking be to increase the weighting of European equities in their portfolios?
Recent eurozone data has certainly given investors something to think about. Should the action that follows this thinking be to increase the weighting of European equities in their portfolios?
“While we do not expect the European Central Bank to change its policy stance, we do expect a more vigorous discussion of policy in coming months, with particular pressure coming from representatives from northern Europe,” he added.
If Zangana is right and the ECB does hold off on rate rises for a significant amount of time to come, there could be a window of opportunity in Europe over the coming months for investors.
Tags: Asset Allocation | Investment Strategy
