<2014年全欧洲研究团队
第二名重复是德意志银行，仅通过加勒斯埃文斯自去年夏天以来，前联合领导者Michael Biggs为U.K.购买侧公司Gam International Management。基于法兰克福和伦敦的五个成员团队赢得了“当地和全球方法”的“组合”，因为一个背包给它。稳定的贷款环境确信欧元区的转变是可持续的战略家。此外，埃文斯说：“信贷条件的改善仍然存在，这可能会导致恢复的另一条腿。”此外，收益可以击败预期，因为它们低于趋势的30％，“已经完成的成本削减后的运营杠杆率更高，”他指出。Accordingly, the researchers forecast that the Stoxx Europe 600 Index will close this year at 375 — for a year-over-year gain of 14.2 percent — and they prefer the Euro Stoxx Index over the Swiss and U.K. markets because “the euro area economy still has the greatest capacity to positively surprise,” Evans explains. Given this positive economic outlook, his squad is advising investors to stick with cyclicals and financials and to focus on value, short-duration and high-dividend-yield investment styles. |