Stock price when the opinion was issued
This holds Japan, UK, Germany, European countries. If Japan and Germany are going to be accommodating their monetary policies, it looks ideal to be investing in European equities right now, particularly since we do have the favourable seasonal trend ahead of us. Markets around the globe tend to benefit from the positive 6 months’ seasonal trend from October to May. Everything looks set up for European markets to now outperform the S&P 500.
(A Top Pick Feb 13/15. Up 5.6%.) The period of seasonal strength for stocks benefits all markets globally and this has been the beneficiary of that.