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15th Feb 2017 08:35Eurozone, Economic Monitor

Increasingly, we are hearing equity strategists argue that investors should rebalance their portfolios toward EZ equities. On the surface, this looks like sound advice. Commodity prices have exited their depression, factory gate inflation pressures are rising, and global manufacturing output is picking up. These factors tell a bullish story for margins and earnings at large cap industrial and materials equities in the euro area.

equity strategies investors ez equities factory gate inflation global manufacturing output pmi MSCI Germany cyclical equities French exports

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Keywords for: 16 February 2017 Should investors rebalance toward EZ equities?

equity strategies, investors, ez equities, factory gate inflation, global manufacturing output, pmi, MSCI, Germany, cyclical equities, French exports,