Fund flows to date have massively favoured US equities, but European equities now have considerable scope to catch up as the economic recovery broadens and investors reassess their valuations relative to their more expensive US counterparts. Peter Abbott, European equities portfolio manager, shares his views.
This Market weekly is part of the BNP Paribas Asset Management podcast series on our investment views and strategies. Also read the related article on the outlook for European equities.
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