Europe Reworked

The impact of political change

MICHAEL BROWNE, PORTFOLIO MANAGER, EUROPEAN LONG/SHORT, MARTIN CURRIE INVESTMENT MANAGEMENT

Politics will undoubtedly remain one of the key macro themes for Europe over the next 12 months. A packed list of elections, rising anti-establishment sentiment and the re-emergence of Greek debt will all play a crucial role in determining the future direction of the European Union (EU). In this article I assess the opportunities for investors as Europe’s political landscape is redrawn.

TAKING EUROPE’S TEMPERATURE
Germany:...

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