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JPM's Macklow-Smith: Why I like Spain and Italy

European earnings numbers may have underwhelmed in the face of such hope for the region, it is not yet time for the doom merchants to come out peddling their wares.

For Stephen Macklow-Smith, manager of JPMorgan European Investment Trust, focusing on the right areas means there is still plenty of upside available within the eurozone.

In this video, Macklow-Smith tells Wealth Manager's Sean Butters why Italy and Spain's 15- and 13-year consumer confidence highs arriving at the same time as the culmination of reform processes will lead continental consumption onwards and upwards, complemented by holdings in some large European banks.

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