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Europe
411 posts
119 Value Stocks are Back w/ Stephen Jenkins and Jackie Au, Sionna Investment Managers
Listen on The Move Every stock market correction is unique, with its own causes and consequences. There…
June 9, 2022
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
March 21, 2022
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
March 1, 2022
Europe's Central Banks Diverge
by Vaibhav Tandon, Senior Economist, Northern Trust This week’s Federal Reserve meeting got substantial amounts of attention from…
December 21, 2021
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
December 10, 2021
International Stocks Could be Ripe for a Catch-Up Trade
by Bryce Coward, CFA, Knowledge Leaders Capital A definite feature of the last decade has been the persistent…
December 2, 2021
Why We're Bullish on Russia and Eastern Europe Right Now
by Frank Holmes, CEO, CIO, U.S. Global Investors After a challenging 2020 due to the pandemic, foreign direct…
September 24, 2021
Payback Time With a Potential Payoff
by Jeffrey Kleintop, CFA®, Senior Vice President, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
September 14, 2021
International outlook: Innovation isn’t just a U.S. story
by Noriko Chen, Jody Jonsson, Jens Sondergaard, Capital International Asset Management Investors can find plenty of innovation engineered…
December 7, 2020
Back to Fundamentals
by Stephen Way, Portfolio Manager, Head, Global and Emerging Markets, AGF Investments Global equities performed strongly in 2019,…
January 17, 2020
Notes From the Trading Desk – Europe
by European Trading Desk, Franklin Templeton Investments Markets were in a muted state for most of last week…
January 6, 2020
Deflated Expectations
This edition of CIO Weekly Perspectives comes from guest contributors Patrick Barbe and Yanick Loirat of Neuberger Berman’s European Investment Grade…
December 17, 2019
Foreign stocks aren't as foreign as you think
by Joe McNally, Russell Investments Have you ever done an inventory of the products that you use every…
October 4, 2019