by Dylan Ball, Executive VP, Franklin Templeton Global Equity Group European value investing is a strategy that many investors have tended to overlook in recent years. But in ...Read more Comments Off on Why Europe’s Earnings Rebound Could Offer a Fillip for Active Value Investors
Sep.05 -- Nandini Ramakrishnan, global market strategist at JPMorgan Asset Management, explains why $40 billion of flows could be coming back into European stocks. She speaks with Bloomberg's ...Read more Comments Off on JPM's Ramakrishnan Sees Money Flowing Back Into Europe
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
Europe Enters the Tour de France by Burt White, CIO, and Matthew Peterson, Chief Wealth Strategist, LPL Financial View PDF version here KEY TAKEAWAYS Though political considerations have ...Read more Comments Off on Europe Enters the Tour de France
by Eric Bush, CFA, Gavekal Capital European stocks are once again adding diversification for equity investors. The 65-day correlation between European stocks and the MSCI World Index has ...Read more Comments Off on European Equity Correlations Have Dramatically Declined
Are European Stocks Cheap or is the U.S. Expensive? by Ben Carlson, A Wealth of Common Sense One of the most counterintuitive aspects of investing is the fact ...Read more Comments Off on Are European Stocks Cheap or is the U.S. Expensive?
by Charles Sizemore, Sizemore Capital Management I’ve been bullish on European stocks for the past year based on their vastly cheaper valuations relative to the American market. I’m ...Read more Comments Off on Hunting for Value in European Stocks
by J.C. Parets, AllStar Charts This week I was having drinks with a buddy of mine down in Miami who works at one of those discount brokerage advisor ...Read more Comments Off on Do You Guys See What’s Happening in Europe?
While France's Hollande demands action - amid his country's "political earthquake" this weekend - Goldman warns investors should not expect any signal that the Governing Council is pondering ...Read more Comments Off on Goldman Warns 'Don't Expect Large QE' From ECB In June
by Sober Look The euro area recovery continues to be uneven. The economy is clearly expanding, but while growth accelerated in the service sector, it is slowing in ...Read more Comments Off on Risk of Disappointment from the ECB in June Remains High