The pick-up in global trade, which is partly the result of good growth dynamics in China, is having a positive impact on emerging markets (EMs). NN Investment Partners’ (NN IP) own proprietary indicators show that EMs continue to strengthen.
Europe is becoming a more attractive place to do business. That’s why investors must have European stocks in their portfolios. But tracking down the right stocks isn’t easy in such an extensive and far-flung region. Mike Clements has a consistent track-record of doing so.