Re-rating of European stocks on the cards

Peter Wilmshurst

We know Europe has been through a touch economic cycle over the last few years since the GFC. That's somewhat on the mend now. Once the European earnings come through, the markets will start to appreciate that and reward those stocks - both with a re-rating as well as seeing those underlying earnings improve.

Sectors we particularly like are European Financials, Energy and Healthcare. Find out which individual stocks are we buying.

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