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Our Investment Clock model is moving into Overheat, a phase of the cycle that is often good for risk assets. We are not bullish on the eurozone periphery or the euro. In aggregate though, global growth indicators have continued to improve and there have been some positive developments amid the gloom.
Europe is once again dominating the headlines and causing turbulence in global financial markets. Here, Dominic Rossi, Chief Investment Officer for Equities and Andrew Wells, Chief Investment Officer for Fixed Income, share their views on recent eurozone events, the broader impact of these developments and what we can expect in the weeks ahead.