Emerging markets investors put Europe on the menu

Editor's letter

Richard Jory
Richard Jory, Structured Products editor

Forget the emerging markets and put all of your money into Europe. If you are struggling for a specific target for your cash, then try any product based on the Euro Stoxx, and, if you are feeling braver, buy shares in Roche or Siemens. For those with stronger stomachs, grab yourself a bit of the European banking sector - namely Barclays or Deutsche Bank.

The latest fund manager survey from Bank of America Merrill Lynch (BAML), published in September, confirms the shift in sentiment from emerging

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