Enchanted by Equity

The pundits have been out in force once more over the past few months. This is it. Continental European investors have developed a penchant for equity like never before. Forget the fixation with fixed-income investment or real estate plays, continental European institutional investors are shifting assets into equity like nobody's business. And they're hungry for more. This may well be it, but 'this' is nothing new. Hype about the development of a real continental European equity culture has