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The Netherlands leads charge into government bonds

The Netherlands, an innovator in pension investment management, is leading a renaissance into government bonds at the expense of corporate bonds, as other European countries further reduce their domestic equities allocation, according to Mercer Investment Consulting’s 2010 European asset allocation survey.
Research

A quality approach to investing in European equities

This research by T Rowe Price looks at the performance of European stocks over a seven-year period to December 2009 and finds, among other things, that companies with the highest return on equity outperform in times of risk aversion, giving investors some downside protection, but fall out of favour in momentum-driven markets.
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