Europe

March 30, 2017

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We See Opportunities Across the Atlantic Our basic view on the U.S. market remains positive.  As we’ve written in recent letters, we believe that the post-election rally doesn’t just reflect the optimism of businesspeople and consumers about positive developments in...
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June 30, 2016

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Brexit — What Does It Mean?  The British electorate has chosen to leave the European Union.  This will not be instantaneous, but will take a few years to be completed. Some people view this as a political issue: Britain is...
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