June’s publication summarizes two articles about European investment opportunities. The first looks at whether the recovery in European equities is vulnerable to reduced quantitative easing. The second discusses how, though all of the main tail risks have not been eliminated in Europe, there are still attractive opportunities.

• “Ride the Tightening” John Bilton et al., Bank of America Merrill Lynch, June 12, 2013
• “Europe and the Three Tail Risks” Dhaval Joshi et al., BCA Research, May 30, 2013