Technology will bring us together
The single currency presents European equity investors with a huge challenge: one that may lead to an unprecedented flow of money – perhaps up to $1.5 trillion – through the equity markets, as investors rebalance their domestic portfolios towards pan-European ones in the first months and years after monetary union. Some banks and brokers are writing entire business plans for their equity departments around intermediating these flows.
The good news, which hasn’t spread far, is that sectors are better correlated than countries and risk/return ratios can be judged more accurately for sectors.
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