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Unpacking the opportunity in developed market equities

Center For Investment Excellence

CHAPTER

Discussion on Europe's Opportunity Set and Risks

This chapter explores the challenges Europe faces in terms of energy self-sufficiency and government structure, as well as the potential risks associated with geopolitical issues and energy policy. Despite these risks, the market recognizes the valuations and there is optimism for Europe's growth potential compared to the US. The chapter concludes with a focus on the fundamentals and the overall argument to have some exposure to Europe.

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