Wellington：Some Certainty for European Markets(For A Change)

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Wellington Management另一篇5月的月度评论，看好欧洲股票，认为虽然其估值不低，但相对美股来讲依然有很强的吸引力：

Emmanuel Macron has been elected the next president of France, eliminating a major tail risk and inserting some near-term certainty into the markets. Following Macron’s advancement in the firstround election on April 23, European equities rallied strongly. Given his outright victory, many investors are wondering whether or not European assets have more room to run. The short answer is yes. In this month’s commentary, I’ll briefly explain the reasons why.


2017 May-Wellington-Some Certainty for European Markets(for A Change)：Are Equit.pdf (385.78 KB, 需要: 1 个论坛币)

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关键词：WELLINGTON certainty European Certain Markets about president whether assets 吸引力

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