European Vacation: A Case for Investment Opportunity in Europe

  • Posted on: 9 December 2015
  • By: admin

The following is an excerpt from our May insight piece, European Vacation: A Case for Investment Opportunity in Europe, which can be found HERE

At Pathlight, we began writing about what we felt was an attractive investment case for European equities roughly a year ago based on what we believed was an under appreciation of a strengthening European economy. Although problems still most definitely exist in Europe, i.e. high unemployment, onerous regulation, not to mention an increasingly aggressive Russia, the data are finally starting to validate our original thesis, and high quality European equities present....