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Europe
432 posts
Could ECB Rate Cuts Beat the Fed to the Punch?
by Sandra Rhouma, European Economist—Fixed Income & John Taylor, Director—Global Multi-Sector, AllianceBernstein Although markets expect both the Fed and…
March 12, 2024
Small-cap stocks: 7 opportunities to watch in 2024
by Dimitri Mitrinovic, Roz Hongsaranagon, Arun Swaminathan, Capital Group Over the last couple of years, the gap in…
February 25, 2024
Count Down to Rate Cuts (and Hikes)
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
January 31, 2024
Progress Report: Dassault Systèmes
by NEI Investments Summary We encourage Dassault to enhance disclosure of their customer due diligence procedures. Highlights Objective:…
January 15, 2024
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
December 20, 2023
European Equities on Discount: How to Allocate
by Matt Wagner, CFA, Associate Director, Research, WisdomTree The European economy is not in free fall, but it…
November 16, 2023
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
September 27, 2023
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…
September 20, 2023
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,…
August 2, 2023
A Central Bank Trifecta
by Investment Solutions Group, MFS Investment Management As of noon on Friday, global equities were modestly firmer on…
July 30, 2023
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