By Dylan Ball, Head of European Equity Strategies, Executive Vice President, Templeton Global Equity Group®
European equities are the great unloved asset class. But Dylan Ball, head of European Equity Strategies, Templeton Global Equity Group, thinks that status means there should be some opportunities to be found for long-term investors. He explains why he thinks the current stock market cycle still has some way to run in Europe and why he expects to see an uptick in cross-border merger and acquisition activity.
In our experience, stock market cycles end with a bang, not with