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"When I asked what clients thought would be the top-performing regional market this year, only 3 per cent of the 700 respondents felt it would be continental Europe."
"Europe’s companies should benefit from increased global momentum towards tackling climate change that comes with the election of President Joe Biden. In particular, I expect Biden to use environmental standards as a new frontier in the US negotiations with China." 
"Third, at some point, the US Federal Reserve will have to signal its inclination to taper its asset purchases. At some stage in the coming years, it will occur and yield curves will steepen."
