Section
Europe
482 posts
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…
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...
Debt, Defense, and Denial: Why the U.S. Canât Afford to Ignore the Fiscal Warning Signs
Thereâs no shortage of people warning about Americaâs debt problem. The real question isâwhy now? Why is this…
The Worldâs Shifting â Here's How Capital Group Thinks You Should Shift With It
âIt feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,â 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
Fidelityâs 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.
"Surreal" Market Signals and the Road Ahead: Gundlach's Mid-Year Macro Dissection
Jeffrey Gundlach, the ever-skeptical maestro of macro at DoubleLine Capital, titled his June 10, 2025 webcast1 "Surreal"âa fitting…
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…
Midyear insights: Opportunities amid globalizationâs discontents
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFsâ Dina Ting offers some insights for the second half of the year.
Market Ethos: Trimming America
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Last week was yet another one cementing the…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it downâsimply, sharply, and with implications you canât ignore. âWhen the facts change, I change…
Mid-Year Outlook: International Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, itâs getting harder for investors…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of Americaâs Market Dominance
âYouâve got $9 trillion worth of European pension money sitting in US equities⌠try parking a trillion dollars…
