Section
Europe
468 posts
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve got $9 trillion worth of European pension money sitting in US equities… try parking a trillion dollars…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
2025 Mid-Year Outlook: Global Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
New catalysts spur international stocks
by Gerald du Manoir, Samir Parekh, Steve Caruthers, Capital Group For the first time in many years, the…
Global equities: The case for Europe
by Stephen Dover, CFA, Head of Franklin Templeton Institute A funny thing has happened thus far in 2025.…
Bond Voyage! Rethinking Traditional Diversifiers in the Modern ETF Era
In the most recent episode of "Raise Your Average,”1 co-hosts Pierre Daillie and Mike Philbrick welcome back Tony…
The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market
As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie…
Tariffs: Q1 Impacts and Q2 Negotiations
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Orange Crush: The French Telecom Giant Just Broke a 24-Year Barrier
by SIACharts.com Orange S.A. (ORANY), a $39 billion corporation, is a major French telecommunications company operating in over…
The Trump Put Reloaded: When One Word Wags the Market
It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…
Tariffs, Trade, and Transformation: The New Normal for the Global Economy
Capital Group’s Jared Franz and David Polak dissect the shifting sands of U.S. trade policy, the evolving role…
Global Rally, U.S. Stall: Is China the New Market Leader?
by SIACharts.com Year-to-date, U.S. markets have experienced mixed results, with major indices like the S&P 500 (SPX.I) and…
Quick Thoughts: Is it Europe’s moment to shine?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute European economies, long seen as…
Global Markets Diverge: China and Europe Surge While U.S. Stocks Tumble
by SIACharts.com Focusing on weekly performance, several major U.S. stock market indices experienced declines over the past week.…
European stock markets surge as US stock market sags
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways German spending - Plans to increase defense and…
US uncertainty, German elections top global market news
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways FOMC - Minutes from the Federal Open Market…
