Section
Europe
485 posts
French elections: What to expect following Macron’s victory
by Columbia Threadneedle Investment Team The election of Macron removes a threat to the future of the eurozone…
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...
European Manufacturers on a Tear on Weaker Euro
by Frank Holmes, CIO, CEO, U.S. Global Investors At the start of the second quarter, the eurozone’s manufacturing…
Point of View: Macron Boosts Confidence in France and the EU
by George Maris & Ryan Myerberg, Janus Capital Group One of the biggest sources of uncertainty for global markets…
Tilting towards EM, Europe
SECOND QUARTER 2017 Tilting towards EM, Europe David Wolf, Portfolio Manager, and David Tulk, CFA, Institutional Portfolio Manager,…
Investing in Europe: Where’s the Return?
by Michael Batnick, CFA, via CFA Institute US investors aren’t too fond of European stocks these days and…
Vive La Breakout: France Breaks Through; Will Broader Europe Follow?
by Ryan Detrick, LPL Research European equities had a huge day yesterday, as the French election eased fears…
Europe Enters the Tour de France
Europe Enters the Tour de France by Burt White, CIO, and Matthew Peterson, Chief Wealth Strategist, LPL Financial…
U.K. triggers Brexit with Article 50: What happens now?
U.K. triggers Brexit with Article 50: What happens now? by Arnab Das & Sean Connery, Head of Emerging Market…
Why markets may be wrong about Europe
by Jean Boivin, PhD, Head of Economic and Markets Research, BlackRock Investment Institute We believe markets appear too…
The future of ECB QE: Is the end in sight?
The future of ECB QE: Is the end in sight? by Gareth Isaac, CIO, EMEA, Invesco Canada In…
Why European High-Yield ETFs Don’t Deliver
Why European High-Yield ETFs Don’t Deliver by Jørgen Kjærsgaard, Gershon Distenfeld, Sahil Khan, High Yield, AllianceBernstein There’s value…
Elections in Europe could mean investment opportunity
Elections in Europe could mean investment opportunity by Matt Dennis, Senior Portfolio Manager, Invesco Ltd. Invesco Canada A brimming…
Ditch the demographic gloom: Europe isn’t dying, yet
by ProjectM Online Reports of the death of the West are greatly exaggerated, it seems. In recent times,…
The Size of ECB’s Balance Sheet Will Surpass the Fed’s in Just Eight Months
by Jennifer Thomson, Gavekal Capital Fun fact of the day: the ECB’s decision to extend its asset purchase…
Is Europe Finally On The Mend?
by LPL Research Europe has been in the news this week, with Italy voting down the country’s constitutional…
