2015: Overweight core euro area stocks

We said:

We upgraded Spanish, French and Italian stocks from 0 to +1 in February, upgraded Germany from 0 to +1 in March, and took Spain to +2 (our highest recommendation) in May. We maintained positive calls on core euro area stocks through to June 2016. (LSR Asset Allocation 13th February 2015)

Outcome:

European stocks outperform as ECB action and a burgeoning recovery lead global investors to rotate into European equities.

Economics

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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