Europe

Bond Market Bonds Economy Europe Fixed Income Insight Markets Outlook UK

Is the New Brexit Deal Already Dead?

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 ...
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ETFs Europe Insight Markets Outlook Stocks US Stocks

The US, usually regarded as the safest haven, should underperform. Europe, the most hated region, is likely to outperform.

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%. ...
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Europe Global Investing Insight Markets Outlook Stocks US Stocks

Finding Value among Stretched US Valuations, Market Dislocations

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 ...
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ETFs Europe Insight Markets Outlook Stocks Technical Analysis

Trends Shifting: International equities under pressure, Soft commodities turning around

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 ...
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China Emerging Markets ETFs Europe Global Investing Insight Markets Outlook Stocks Technical Analysis US Stocks

Crunch time for emerging markets

by Jurrien Timmer, Director of Global Macro, @TimmerFidelity, Fidelity Investments The last emerging-market (EM) rout was rescued by the Fed; a reprise may be wishful thinking this time. ...
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Economy Europe Insight Markets Outlook

An Open Letter to European CEOs: Work with Us, Not Against Us

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 ...
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China Economy Europe Global Investing Insight Japan Markets Outlook UK

Global Economic Outlook - July 2018

The Northern Trust Economics team shares its outlook for growth, employment, inflation, and interest rates in the U.S., U.K., E.U., Japan and China. by Carl R. Tannenbaum, Ryan ...
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Europe Global Investing Insight Markets Outlook

Niels Jensen: The Italian Job

by Niels Jensen, Absolute Return Partners LLP There is a strong inclination in Europe to use the occasion to teach Italy a lesson. If the EU follows this ...
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Europe Insight Markets Outlook Policy Stocks

The flare up of European populism and its investing implications

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 ...
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Europe Global Investing Insight Markets Outlook Stocks

Europe’s Boot Gives the Market a Kick

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 ...
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Economy Europe Insight Markets Outlook

Roman Roulette

by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Governmental instability is not a new experience for Italy; the country has had 64 governments since the ...
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China Europe Global Investing growth Insight Markets Outlook Spotlight Stocks

Asia & Europe: The New Path of Least Resistance

The stars are finally aligned for investing globally. The long-term opportunities in Asia are incredible. With over half of the global population residing in Asia, the sheer magnitude of Asian consumption is enormous. ...
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Europe Global Investing Insight Markets Outlook Stocks UK

11 months to go: Why we expect a soft Brexit

by Wouter Sturkenboom, Russell Investments With less than a year to go until the United Kingdom leaves the European Union, we think that negotiations are heading toward a ...
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Currency Europe Insight Markets Monetary Policy Outlook

Euro Remains Soft Ahead of Draghi

by Marc Chandler The euro made a marginal new low early in European turnover and held barely above the spike low on March 1 to $1.2155. So far, ...
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ETFs Europe Fundamentals Insight Markets mutual funds Outlook US Stocks

Yes. It's a Bubble. So What?

by Rob Arnott, Shane Shepherd, and Bradford Cornell, Research Affiliates Key Points The word “bubble” is tossed around with abandon. We offer a rigorous definition for the word, ...
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