by Darren Williams, Global Economic Research, AllianceBernstein With cabinet ministers resigning by the hour, it’s tempting to think that British Prime Minister Theresa May’s Brexit deal with the ...Read more Comments Off on Is the New Brexit Deal Already Dead?
by Urban Carmel, The Fat Pitch Summary: Although US equities are up about 2% in 2018, Europe is down 10% and emerging markets are down more than 15%. ...Read more Comments Off on The US, usually regarded as the safest haven, should underperform. Europe, the most hated region, is likely to outperform.
In recent years, US market strength has lifted markets globally, despite recent bouts of market volatility. According to Templeton Global Equity Group, that US market strength has led ...Read more Comments Off on Finding Value among Stretched US Valuations, Market Dislocations
World markets have remained volatile over the last week as we have moved into the heart of quarterly earnings season. North American stocks have been all over the ...Read more Comments Off on Trends Shifting: International equities under pressure, Soft commodities turning around
Dear European CEO, This letter has been a long time coming. It’s time for us to talk. Buyout funds are at your doorstep. For way too long, many ...Read more Comments Off on An Open Letter to European CEOs: Work with Us, Not Against Us
by Richard Turnill, Global Chief Investment Strategist, Blackrock European populism has flared up again. Richard explains what this means for investors. Italian politics have revived market attention to ...Read more Comments Off on The flare up of European populism and its investing implications
by Joseph V. Amato, President and CIO, Equities, Neuberger Berman The Italian mini-panic was a reminder of the euro zone’s still-unaddressed structural shortcomings. On Tuesday, the political developments ...Read more Comments Off on Europe’s Boot Gives the Market a Kick