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Data Assets & Alpha Group: A Focus on European Equities Post a Strong Rally

Making Sense

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Introduction

Eloise Goulder: We've seen a phenomenal rally in European equities over the last four months or so. Krupa Patel: I like to think of Europe's rally as a two stage occurrence. The first leg of this rally between end of September to late November was largely driven by a combination of three things, let's say. Easing fears around gas supply and gas rationing linked to the conflict in Ukraine,. And of course, expectations of an imminent recession.

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