Managers who believe in European equities .

Keywords: Stock, EUROPE, Didier Bouvignies, Rothschild, Ignis, CREDIT SUISSE, economy.

Analysts say investors are too focused on economic growth . Now a study shows that the correlation between GDP and equity performance no .
Do you put a priority on financial markets of countries that have the highest economic growth ? Markets and GDP do they walk the same step ? Investors can ask when European growth pales in comparison to that of the United States and Asia . A study of Credit Suisse , compiling statistics from 19 countries in 109 years, however, shows that the correlation between GDP and equity performance does not exist.

Anticipate:
"The Exchange operates more in terms of growth expectations that economic growth itself overnight . Since the beginning of the year , the S & P 500 declined % while the annual growth rate of the country is around 3 % , "says Jean - Baptiste Delabare , chairman of the Financial Arbevel , which considers the current level of stock as an entry point for long-term investor .
"The most important factor to justify being invested is the recovery . Over the last dozen years, profits have increased by about 80 %, while equity markets remained stable , "says his side Didier Bouvignies Rothschild & Cie Gestion.
According Ignis Asset Management , a British management company , investors are currently too obsessed with economic growth . "They are missing out on attractive valuations and opportunities in Europe , " said James Smith, chief investment officer .