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Europe
425 posts
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Buy Japan, Hold U.S., Sell Europe
by Jeffrey Buchbinder, CFA, Chief Equity Strategist & Jeffrey Roach, PhD, Chief Economist, LPL Financial Buy Japan, Hold…
July 2023 Equity Market Outlook: Positive sentiment emerges as inflation slows
by Gabriel Sauma, Russell Investments Executive summary: Q2 2023 was a more favorable environment for Emerging Markets, Europe,…
A Central Bank Trifecta
by Investment Solutions Group, MFS Investment Management As of noon on Friday, global equities were modestly firmer on…
Quick Thoughts: Banks and the butterfly effect—the global ramifications
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Financial market…
Can you have your cake and eat it too?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Global growth China and the eurozone reported strong…
Dial P911 for Value in Porsche and VW
by Cole Smead, Smead Capital Management Dear fellow investors, If you were walking down the street and saw…
Maybe far away, or maybe real nearby? Analysis of the uncertain economic environment in Europe and the UK
by BeiChin Lin, Russell Investments Europe and the UK are already facing energy challenges, which could be worsened…
Europe: Bracing For A Cold Winter
by Vaibhav Tandon, Senior Economist, Northern Trust Policy responses to shortages are not always effective. Rationing is the…
The House of Cards
by Niels Clemens Jensen, CIO, Absolute Return Partners "Without Italy, there is no Europe, but outside of Europe,…
Euro Parity: Threshold or Boundary?
by Brad Tank, Chief Investment Officer—Fixed Income, Ugo Lancioni, Head of Global Currency, Neuberger Berman The euro is…
Q2 2022 Fixed Income Survey: Major central banks turn hawkish
by Adam Smears, Russell Investments In this latest survey, 59 leading bond and currency managers considered valuations, expectations…
Equity Outlook: Bracing for an Economic Slowdown
by Chris Hogbin, Head of Equities, AB Spiking inflation, rising interest rates and growing fears of a US…
The ECB’s Trilemma
by Patrick Barbe, Head of European Investment Grade Fixed Income, & Ugo Lancioni, Head of Global Currency, Neuberger…
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…
