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Europe has seen a modest pick-up in economic growth in the first quarter, with unexpectedly strong figures coming in from France and Italy. But the region still faces an environment characterized by low interest rates with low expected economic growth and low inflation. This environment resembles the scenario Japan faced in the 1990s. What are the lessons for investors in low-volatility European stocks?
As the boats of the Volvo Ocean Race are reaching the coast of the ‘new world’, the global financial sector is coming to grips with a brave new world of its own. Long-term trends are changing the core of the financial industry and investors can benefit. Patrick Lemmens, fund manager of Robeco New World Financial Equities, explains how he does it.
Can you have a pioneering spirit and yet still exercise caution? At Robeco we have the strong belief that it is possible to be both pioneering and cautious by applying thorough research and past experience: you need to know what you are doing.