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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…
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…
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…
Europe's Central Banks Diverge
by Vaibhav Tandon, Senior Economist, Northern Trust This week’s Federal Reserve meeting got substantial amounts of attention from…
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
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…
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…
Payback Time With a Potential Payoff
by Jeffrey Kleintop, CFA®, Senior Vice President, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
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…
Non-U.S. stocks: A potential opportunity amid the market mayhem?
by Alex Cousley, Russell Investments On the latest edition of Market Week in Review, Senior Investment Strategy Analyst…
Unpacking the EU’s historic coronavirus recovery plan
by Erik Ristuben, Russell Investments On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
Back to Fundamentals
by Stephen Way, Portfolio Manager, Head, Global and Emerging Markets, AGF Investments Global equities performed strongly in 2019,…
Notes From the Trading Desk – Europe
by European Trading Desk, Franklin Templeton Investments Markets were in a muted state for most of last week…
Deflated Expectations
This edition of CIO Weekly Perspectives comes from guest contributors Patrick Barbe and Yanick Loirat of Neuberger Berman’s European Investment Grade…
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…
