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The Equity View – Fresh Money Ideas

April 10, 2018
Our best investment ideas for the next 12 months – In our 4th quarterly Equity View, we highlight 30 Fresh Money Ideas from our Europe Equity Research team, grouped by super-sector. We have 28 Buys, with average upside potential of over 28% to our price targets, and two Sells, with 8% and 32% prospective downside. [more]

More documents contained in "Thematic Research"

71 (61-71)
April 12, 2018
Emerging Markets and the Global Economy in the Month Ahead:
Although EM's upturn is in early stages across many emerging economies and could be sustained for a couple of years in many others, EM's "rally cycle" is already four years long in hard currency debt and its extension hinges crucially on global growth acceleration. [more]