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Columbia Threadneedle Investments

2024 Top 500 ranking: 43

The stage is set for a rebound in unloved European value stocks

The stage is set for a rebound in unloved European value stocks

Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japan’s ‘lost decade’. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply

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