Staying on course through the macro headwinds

With the revival in interest in Pan-European equities comes big decisions for stockpickers. Attractive valuations turn heads, but with such disparate economies involved, broad sector biases are a requisite in increasing your chances of delivering alpha. For Alken’s Nicolas Walewski, it was the 2008 global meltdown – not the subsequent eurozone crisis – that taught him the most valuable lessons about macro swings.

 

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