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“While we do not expect the European Central Bank to change its policy stance, we do expect a more vigorous discussion of policy in coming months, with particular pressure coming from representatives from northern Europe,” he added.
If Zangana is right and the ECB does hold off on rate rises for a significant amount of time to come, there could be a window of opportunity in Europe over the coming months for investors.
The continent has a number of companies with ‘strong potential, solid foundations, quality management, and attractive pricing’
DAX has fallen 0.83% over the past five days
Dominik Schubert is joining the firm from Goldman Sachs Bank Europe
Sub-fund of Ashmore SICAV UCITS fund
But opportunities lie in green transition, digitalisation, and defence
Aims to revolutionise access to private markets for wealth clients
