Jul.15 — Global asset allocators are set to increase their exposure to Europe if leaders reach agreement on the region’s proposed 750-billion euro ($856 billion) recovery fund, according to Anneka Treon, managing director of equities at Kempen. The blueprint is the first signal of a “long-awaited policy pivot where a fiscal union can finally catch up with its monetary union,” Treon said in an interview on “Blooomberg Markets: European Open.”