MONEY OBSERVER – FIVE MACROECONOMIC FACTORS DRIVING EUROPEAN EQUITIES

In the last year, European equities have seen something of a renaissance as the macroeconomic uncertainty that had previously blighted the region faded from view and the majority of Europe’s economies experienced sustained, strengthening growth for the first time since the financial crisis.As the rising tide shows few signs of waning, particularly on a relative basis, we explore the macroeconomic factors driving this trend.

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INVESTMENT EUROPE – FIVE MACROECONOMIC FACTORS DRIVING EUROPEAN EQUITIES

In the last year, European equities have seen something of a renaissance as the macroeconomic uncertainty that had previously blighted the region faded from view and the majority of Europe’s economies experienced sustained, strengthening growth for the first time since the financial crisis. As the rising tide shows few signs of waning, particularly on a relative basis, we explore the macroeconomic factors driving this trend.

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FUND STRATEGY – FOUR STOCKS POISED TO THRIVE IN A EUROPEAN REVIVAL

The recovery in the eurozone continues to gather momentum, with economic data on the Continent seemingly improving on a monthly basis. Despite the robust recovery, Europe is still often maligned by investors, with the region’s stocks trading at an unusually large cyclically-adjusted P/E discount to US counterparts.

We continue to find a number of compelling investment opportunities in Europe.

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INVESTMENT EUROPE – LOOKING BEYOND APPLE FOR OPPORTUNITIES IN THE NEXT IPHONE

Over the last few years, global smartphone adoption has surged to more than 2.5 billion users, and is on a clear path to double again. However, the pace of radical innovation appears to have stalled: manufacturers have focused on iterative upgrades to screen size and camera quality while Apple has only introduced marginal improvements to its iPhone design over the last three years. This suggests one of two things: either that this beacon of innovation has run out of ideas or that it is working on something truly revolutionary. We believe it is the latter, and that Augmented Reality (AR), enabled by 3D sensing, will be the cornerstone new feature of the iPhone 8, introduced this Autumn to mark the tenth anniversary of the original iPhone.

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INTERACTIVE INVESTOR – ARE HOUSE SECTOR YIELDS OF 5%-PLUS SAFE FOR INCOME INVESTORS?

The housebuilder sector has been on a hot streak since the end of the financial crisis, with the prices of some shares rising by up to sevenfold since the start of 2010. This period has been something of a sweet spot for the sector, as it has benefited from rock-bottom interest rates, very cheap mortgages and a chronic housing shortage, among other factors.

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