Core growth story in Europe is good, valuations are relatively attractive - 7IM

Should investors continue to ignore the EUR appreciation and the rise of far-right AfD part in Germany and continue to pour money into European equity markets?

Matthew Yeates, Quantitative Investment Manager at 7IM believes the core growth story in Europe is good and valuations are attractive on a relative basis. "For a UK based investors, Europe looks attractive", says Yeates, but cites EUR appreciation as a risk to European exporter issues.

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