Section
Europe
485 posts
Yes. It's a Bubble. So What?
by Rob Arnott, Shane Shepherd, and Bradford Cornell, Research Affiliates Key Points The word “bubble” is tossed around…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Yield signs: Deconstructing a key market indicator
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada The biggest news of last week was not a…
Hoisington: Restrictive Fed Policy Will Lead to Lower Long-Term Rates
By Lacy Hunt, PhD, and Van Hoisington, Hoisington Investment Management Nearly nine years into the current economic expansion…
3 investing ideas for the second quarter
by Richard Turnill, Chief Investment Strategist, Blackrock How should investors consider positioning their portfolios for the economic backdrop…
Jim McDonald: Relative Stability
by Jim McDonald, Chief Investment Strategist, Northern Trust SUMMARY Although investor concerns about global trade are elevating equity…
Blaine Rollins: The Fog Gets Thicker
by Blaine Rollins, CFA, 361 Capital Trade wars have escalated and the White House is now preparing for…
Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his…
Is a New Crisis Brewing in Germany and Europe?
by Brad MacMillan, CIO, Commonwealth Financial Network Many of us were under the assumption that we could go…
International Equities are En Vogue, and Could Stay That Way
by Bryce Coward, CFA, Knowledge Leaders Capital Over the last decade US stocks have outperformed the global equity…
Why Europe’s Earnings Rebound Could Offer a Fillip for Active Value Investors
by Dylan Ball, Executive VP, Franklin Templeton Global Equity Group European value investing is a strategy that many…
Will ECB Tapering Trigger Market Tantrum?
by Darren Williams, Senior Economist, Europe, AllianceBernstein The European Central Bank (ECB) is widely expected to announce a…
The Stealthy Success of European High Yield
by Neuberger Berman Fixed Income Investment Strategy Committee You might be surprised to learn that European high yield…
Time for Europe to Shine?
by Ryan Detrick, LPL Research As we noted yesterday, small caps have improved and technically could break through…
What's Next for Europe as Merkel Is Re-elected
by David Zahn, CFA, FRM, Head of European Fixed Income, Franklin Templeton Angela Merkel’s re-election as German Chancellor…
Merkel Victory Has Long-Term Implications for Investors
by Senior Vice President, Portfolio Manager, Multi-Asset Solutions, Franklin Tempelton Investments As widely expected, voters in Germany have…
