That wasn’t exactly the ‘If Carlsberg did’ ends to the quarter that it might have looked like being for European equities just a few weeks ago as the Stoxx 600 had one of its worst days of the year ending it down 1.5% and now down 7 of the last 8 sessions. March actually included 4x more than -1% down days for the Stoxx 600 and the last time that happened was October 2023! The good news is it’s still been a good quarter of both performance and maybe more importantly outperformance. This was a b…
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