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Euro Dollar Implications

Euro Dollar Implications

Euro Strength? A year of weak economic data and the ECB easing monetary policy has weakened the euro. What if the trend in the currency changes? What are the implications for European Equities? There are some signs the euro could strengthen vs the dollar in the coming...
An assessment of current market extremes

An assessment of current market extremes

At times of higher market volatility we believe it can pay to step back and assess valuations within longer historical time periods.  The most extreme moves in recent weeks have been in the bond market. This has had large implications for relative valuations within...