After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
What we need now, is for an improvement in fundamentals to follow suit and eventually feed through to earnings. What we believe will be different going forward is that we will find more opportunities for outperformance outside of the US, now that the sugar rush of President Trump’s tax cuts is over. We see catalysts lining up.
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