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Markets to shift focus from policy to fundamentals, says Blackrock

Blackrock Investment Institute’s (BII) mid-year 2015 outlook predicts a return to fundamentals as key drivers of portfolio returns, and the signs are not good, says global chief investment strategist Ewen Cameron Watt. “European markets have been troubled by the situation in Greece. This obscures more important issues in the second half including low productivity and challenged margins on one side…

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