GSEU - Europe: From Great Challenges Come Great Investment Opportunities
By Christopher Gannatti, CFA
Lately, it has seemed easy to find reasons to avoid investing in European assets:
- There have been many important dates in the Brexit process. The dates seem to come and go, and no one has any clarity on exactly what will happen.
- Last year, a populist government was formed in Italy - a country that has issued so much debt that actually paying it back seems dubious.
- Various political events - whether elections in Germany or riots in France - have showcased an undercurrent of tension and potential for future instability.