Hermes Investment Management: Expect European upside in 2018 if corporate progress continues

James Rutherford, head of European Equities at Hermes Investment Management, notes that economic growth has been returning to the eurozone and renewed confidence has resulted in an increase in corporate activity. Rutherford explains that investors should keep one eye on the political outlook for Europe with the upcoming Italian elections and the ongoing Brexit negotiations continuing to cast doubt on the positive outlook.