Browsing Category
Europe
421 posts
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…
March 16, 2023
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…
February 9, 2023
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…
November 3, 2022
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…
October 13, 2022
Europe: Bracing For A Cold Winter
by Vaibhav Tandon, Senior Economist, Northern Trust Policy responses to shortages are not always effective. Rationing is the…
September 28, 2022
The House of Cards
by Niels Clemens Jensen, CIO, Absolute Return Partners "Without Italy, there is no Europe, but outside of Europe,…
September 2, 2022
Euro Parity: Threshold or Boundary?
by Brad Tank, Chief Investment Officer—Fixed Income, Ugo Lancioni, Head of Global Currency, Neuberger Berman The euro is…
August 31, 2022
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…
July 10, 2022
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…
July 10, 2022
The ECB’s Trilemma
by Patrick Barbe, Head of European Investment Grade Fixed Income, & Ugo Lancioni, Head of Global Currency, Neuberger…
July 4, 2022
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