by Bryce Coward, CFA, Knowledge Leaders Capital Over the last decade US stocks have outperformed the global equity benchmark by about 35% and have outperformed in eight of ...Read more Comments Off on International Equities are En Vogue, and Could Stay That Way
by Darren Williams, Senior Economist, Europe, AllianceBernstein The European Central Bank (ECB) is widely expected to announce a winding down of its quantitative easing (QE) program on October ...Read more Comments Off on Will ECB Tapering Trigger Market Tantrum?
by Neuberger Berman Fixed Income Investment Strategy Committee You might be surprised to learn that European high yield bonds were the top-performing credit market over the 10-year period ...Read more Comments Off on The Stealthy Success of European High Yield
by Ryan Detrick, LPL Research As we noted yesterday, small caps have improved and technically could break through a significant trendline that would suggest continued strength. That would ...Read more Comments Off on Time for Europe to Shine?
by David Zahn, CFA, FRM, Head of European Fixed Income, Franklin Templeton Angela Merkel’s re-election as German Chancellor was very much expected, but the implications of her victory ...Read more Comments Off on What's Next for Europe as Merkel Is Re-elected
A large chunk of French President Emmanuel Macron’s first 100 days in office came at a time when many Europeans were on holiday break. Here, Philippe Brugere-Trelat, Franklin ...Read more Comments Off on Macron at 100 Days: New French President Faces Busy Autumn
by Neill Dwane, Allianz Global Investors After a strong first half to 2017 for equities, the message for the remainder of the year is to seek returns more ...Read more Comments Off on Mid-Year Outlook: Be More Selective in the Second Half
JUNE 2017 | A feature article from our U.S. partners Business Cycle Update European Growth on Upswing after Years of Struggle Progress toward monetary policy normalization may occur ...Read more Comments Off on European Growth on Upswing after Years of Struggle
by Anwiti Bahuguna, Ph.D., Senior Portfolio Manager, Global Asset Allocation, ColumbiaThreadneedle Investments US U.S. stocks have been steadily climbing since Trump took office. So why is now the ...Read more Comments Off on Why Invest in International Stocks Now?
by Donald W. Dony, FCSI, MFTA, The Technical Speculator The election of Emmanuel Macron as the next president of France has only added to the on-going strength of ...Read more Comments Off on Euro tailwinds negative for the US dollar, positive for precious metals