Stephanie Gerrard
Stephanie Gerrard
caught data economic improvement united
We are caught in a hiatus, awaiting an improvement in the economic data from the United States.
clearly earnings element global markets overly reasonably recovery
We have been reasonably sanguine about the markets because valuations don't look overly expensive. In Europe, earnings have clearly had the global recovery element to them.
clearly companies great products strong
Clearly drug companies that have got strong products have done a great job.