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In our equity allocation, we have been overweight the eurozone since November 2016. We maintain this position in strategic allocation (6 months to one year). Since the beginning of 2017, the Eurostoxx Large has gained 12.6% vs. 15.8% for the MSCI EM), 4.9% for the Nikkei 225 and 3.1% for the S&P 500...