Europe

Europe

Bond Market Bonds Europe Fixed Income High Yield Insight Markets

Why European High-Yield ETFs Don’t Deliver

Why European High-Yield ETFs Don’t Deliver by Jørgen Kjærsgaard, Gershon Distenfeld, Sahil Khan, High Yield, AllianceBernstein There’s value and opportunity in European high-yield ...
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Europe Insight Markets Opportunities Outlook Policy

Elections in Europe could mean investment opportunity

Elections in Europe could mean investment opportunity by Matt Dennis, Senior Portfolio Manager, Invesco Ltd. Invesco Canada A brimming political calendar will make 2017 ...
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Europe Insight Markets Outlook

Ditch the demographic gloom: Europe isn’t dying, yet

by ProjectM Online Reports of the death of the West are greatly exaggerated, it seems. In recent times, there has been a growing ...
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Economy Europe Insight Markets Outlook

The Size of ECB’s Balance Sheet Will Surpass the Fed’s in Just Eight Months

by Jennifer Thomson, Gavekal Capital Fun fact of the day: the ECB’s decision to extend its asset purchase program to the end of ...
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Europe Insight Markets Outlook

Is Europe Finally On The Mend?

by LPL Research Europe has been in the news this week, with Italy voting down the country’s constitutional referendum on Sunday, December 4, ...
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Europe Insight Markets Monetary Policy Outlook QE

The ECB’s bond-buying extension

On December 8, Todd Mattina, Chief Economist and Strategist on the Mackenzie Asset Allocation Team, appeared on BNN to discuss the European Central ...
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Economy Europe Insight Markets Monetary Policy Outlook QE

ECB Policy: 1% Is the New 2%

by Andrew Bosomworth, PIMCO At its 8 December Governing Council meeting, the European Central Bank (ECB) extended its asset purchase program by nine ...
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Europe Insight Markets Monetary Policy Outlook QE

ECB Decision Pending

by LPL Research Today, December 8, 2016, the European Central Bank (ECB) will hold its last meeting of the year and there are ...
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Europe Insight Markets Outlook Policy

Italians Vote ‘No’: Implications for Italy, the Euro Area and Global Markets

By Todd Mattina, Chief Economist and Strategist, Mackenzie Asset Allocation Team On December 4, 2016, Italians voted ‘No’ in a constitutional referendum that ...
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Europe Global Investing Insight Markets Outlook Stocks value investing

Beyond Face Value in European Equities

by Tawhid Ali, Nelson Yu, AllianceBernstein European value stocks have rallied recently. But identifying cheap stocks with recovery potential is still extremely difficult. ...
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Correlations Europe Insight Markets Outlook

European Equity Correlations Have Dramatically Declined

by Eric Bush, CFA, Gavekal Capital European stocks are once again adding diversification for equity investors. The 65-day correlation between European stocks and ...
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Corporate Debt Europe Insight Markets Outlook

What is the future of the ECB’s corporate bond program?

by Andy Sparks, Managing Director and Head of Fixed Income Research, MSCI With average purchases of €7.8 billion ($8.7 billion) per month, the ...
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Europe Insight Markets Outlook UK

Brexit: Was it Just a Nasty Dream?

by Darren Williams, Senior Economist, Europe, AllianceBernstein Recent data suggest the British economy is weathering the fallout from the referendum vote better than ...
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Bond Market Bond Yields Bonds Europe Insight Markets Outlook

A boon for bonds

by Richard Turnill, Blackrock Chief Global Strategist, Blackrock Investments Global corporate bond spreads have shrunk this year and are expected to tighten further, ...
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Europe

ECB: Going All In, or Drawing Dead?

by LPL Research Many of you know these poker references (not that anyone in LPL Research plays the game), but for those who ...
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