Section
Europe
490 posts
Q4 2025 Outlook – Happy Markets
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments At the three-quarter mark, how could we sum…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
ASML Rockets Toward $1,000: Can the Chip Giant Smash Resistance?
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
UBS Breaks Out: Swiss Giant Smashes 2-Year Ceiling, Next Stop $48?
by SIACharts.com In yesterday's report, we broke down the Switzerland stock market into its major components and ran…
Switzerland’s Secret Weapon: Why This Tiny Market Punches Above Its Weight
by SIACharts.com The Swiss stock market is one of Europe’s most stable and globally recognized markets, known for…
The Intersection of Political Uncertainty and Global Debt Markets
LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on bond yields.
Rising Tensions in Europe Spark Volatility Amid Political and Bond Market Uncertainty
by SIACharts.com After a subdued summer, volatility returned last week, sparked by a sharp selloff in European bonds…
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Bayer's $11B Blunder May Be Turning Into a Breakout
by SIACharts.com Shares of Bayer have spent the past 9 years in a downtrend, falling from $28 to…
Debt, Defense, and Denial: Why the U.S. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…
The World’s Shifting — Here's How Capital Group Thinks You Should Shift With It
“It feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,” says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Five trends to watch as US stocks hit a new high
by Invesco Global Market Strategy Office Key takeaways US stocks - The S&P 500 Index closed last week…
Europe Rockets, Asia Stumbles: The Global Market Plot Twist No One Saw Coming
by SIACharts.com Over the past six months, global equity markets have shown striking regional divergence, with Europe emerging…
Navigating the Disconnect: How David Way Is Positioning for What Might Come Next
Fidelity’s long/short portfolio manager, David Way, sees structural breaks, tactical opportunity, and the return of market discipline.
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
